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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 | $322,344 | $131,835+144.5% | $108,582+196.9% | $273,972+17.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 1.39% | -91.57%+93.0pp | -51.70%+53.1pp | 41.46%-40.1pp |
| Employer contribution / active EE | $1,922 | $4,913-60.9% | $3,758-48.9% | $4,869-60.5% |
| Participant deferral / active EE | $23,675 | $5,127+361.7% | $4,311+449.2% | $5,287+347.8% |
| Admin fee / account holder | $12,448 | $10,253+21.4% | $7,645+62.8% | $10,133+22.9% |