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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 | $392,726 | $115,814+239.1% | $101,275+287.8% | $158,982+147.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -13.74% | 56.16%-69.9pp | 46.48%-60.2pp | 302.99%-316.7pp |
| Employer contribution / active EE | $1,380 | $4,176-67.0% | $3,660-62.3% | $4,763-71.0% |
| Participant deferral / active EE | $15,329 | $4,958+209.2% | $4,371+250.7% | $5,983+156.2% |
| Admin fee / account holder | $6,206 | $7,249-14.4% | $5,948+4.3% | $11,252-44.8% |