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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 | $278,590 | $81,870+240.3% | $119,622+132.9% | $68,486+306.8% |
| Participation rate | 90.3% | 71.9%+18.4pp | 79.3%+11.1pp | 67.9%+22.4pp |
| Annual return | -22.34% | -23.82%+1.5pp | -14.98%-7.4pp | -7.85%-14.5pp |
| Employer contribution / active EE | $4,229 | $2,692+57.1% | $4,232-0.1% | $2,597+62.9% |
| Participant deferral / active EE | $3,487 | $4,148-15.9% | $5,601-37.7% | $4,028-13.4% |
| Admin fee / account holder | $24,639 | $6,583+274.3% | $10,328+138.6% | $5,404+356.0% |