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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 | $313,081 | $82,674+278.7% | $125,381+149.7% | $68,486+357.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -25.81% | -5.97%-19.8pp | 572.31%-598.1pp | -7.85%-18.0pp |
| Employer contribution / active EE | $3,421 | $3,382+1.2% | $4,815-29.0% | $2,597+31.7% |
| Participant deferral / active EE | $11,945 | $6,111+95.5% | $7,448+60.4% | $4,028+196.6% |
| Admin fee / account holder | $2,479 | $6,277-60.5% | $10,007-75.2% | $5,404-54.1% |