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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $265,692 | $136,307+94.9% | $106,619+149.2% | $273,972-3.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | -3.07% | 11.05%-14.1pp | 9.42%-12.5pp | 41.46%-44.5pp |
| Employer contribution / active EE | $9,328 | $5,190+79.7% | $3,947+136.4% | $4,869+91.6% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $11,527 | $8,625+33.6% | $6,418+79.6% | $10,133+13.8% |