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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 | $86,949+237.5% | $102,460+186.4% | $80,959+262.5% |
| Participation rate | 90.5% | 72.4%+18.2pp | 76.5%+14.0pp | 67.7%+22.9pp |
| Annual return | -0.46% | 18.89%-19.4pp | 29.47%-29.9pp | 35.67%-36.1pp |
| Employer contribution / active EE | $16,391 | $2,370+591.7% | $3,025+441.8% | $2,757+494.5% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $8,268 | $8,048+2.7% | $9,460-12.6% | $6,925+19.4% |