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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 | $418,067 | $117,777+255.0% | $71,778+482.4% | $134,545+210.7% |
| Participation rate | 90.0% | 68.9%+21.1pp | 62.3%+27.7pp | 81.2%+8.8pp |
| Annual return | -23.18% | 25.46%-48.6pp | 9.15%-32.3pp | 418.37%-441.6pp |
| Employer contribution / active EE | $8,070 | $2,525+219.6% | $1,704+373.5% | $4,742+70.2% |
| Participant deferral / active EE | $8,493 | $3,756+126.1% | $2,656+219.7% | $6,401+32.7% |
| Admin fee / account holder | $13,533 | $6,379+112.2% | $3,974+240.6% | $11,431+18.4% |