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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 | $263,443 | $215,361+22.3% | $171,082+54.0% | $273,972-3.8% |
| Participation rate | 92.3% | 82.0%+10.3pp | 76.7%+15.6pp | 83.0%+9.3pp |
| Annual return | -0.85% | 25.14%-26.0pp | 32.56%-33.4pp | 41.46%-42.3pp |
| Employer contribution / active EE | $19,879 | $4,967+300.2% | $4,002+396.7% | $4,869+308.3% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $6,897 | $10,846-36.4% | $8,520-19.1% | $10,133-31.9% |