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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 | $316,221 | $215,361+46.8% | $171,082+84.8% | $273,972+15.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | -5.19% | 25.14%-30.3pp | 32.56%-37.7pp | 41.46%-46.6pp |
| Employer contribution / active EE | $2,333 | $4,967-53.0% | $4,002-41.7% | $4,869-52.1% |
| Participant deferral / active EE | $6,958 | $5,543+25.5% | $4,797+45.0% | $5,287+31.6% |
| Admin fee / account holder | $5,661 | $10,846-47.8% | $8,520-33.5% | $10,133-44.1% |