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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 | $86,940+237.5% | $102,434+186.5% | $80,935+262.6% |
| Participation rate | 90.5% | 72.4%+18.2pp | 76.5%+14.0pp | 67.7%+22.9pp |
| Annual return | -0.46% | 18.89%-19.4pp | 29.46%-29.9pp | 35.66%-36.1pp |
| Employer contribution / active EE | $16,391 | $2,370+591.7% | $3,023+442.2% | $2,757+494.6% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $8,268 | $8,047+2.7% | $9,462-12.6% | $6,924+19.4% |