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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 | $360,654 | $138,102+161.2% | $125,381+187.6% | $134,532+168.1% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -21.04% | 750.73%-771.8pp | 572.31%-593.3pp | 418.27%-439.3pp |
| Employer contribution / active EE | $2,908 | $5,245-44.6% | $4,815-39.6% | $4,741-38.7% |
| Participant deferral / active EE | $7,892 | $7,801+1.2% | $7,448+6.0% | $6,401+23.3% |
| Admin fee / account holder | $1,750 | $11,568-84.9% | $10,007-82.5% | $11,429-84.7% |