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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 | $313,979 | $167,353+87.6% | $143,797+118.3% | $134,545+133.4% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -23.95% | 0.48%-24.4pp | -0.04%-23.9pp | 418.37%-442.3pp |
| Employer contribution / active EE | $5,869 | $5,620+4.4% | $4,952+18.5% | $4,742+23.8% |
| Participant deferral / active EE | $7,620 | $6,447+18.2% | $5,638+35.1% | $6,401+19.0% |
| Admin fee / account holder | $353 | $18,096-98.1% | $14,679-97.6% | $11,431-96.9% |