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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 | $293,444 | $86,922+237.6% | $102,438+186.5% | $80,874+262.8% |
| Participation rate | 90.5% | 72.4%+18.2pp | 76.5%+14.0pp | 67.6%+22.9pp |
| Annual return | -0.46% | 18.90%-19.4pp | 29.37%-29.8pp | 35.62%-36.1pp |
| Employer contribution / active EE | $16,391 | $2,369+591.8% | $3,024+442.1% | $2,756+494.8% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $8,268 | $8,050+2.7% | $9,448-12.5% | $6,935+19.2% |