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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 | $297,633 | $131,835+125.8% | $108,582+174.1% | $273,972+8.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 0.19% | -91.57%+91.8pp | -51.70%+51.9pp | 41.46%-41.3pp |
| Employer contribution / active EE | $2,228 | $4,913-54.7% | $3,758-40.7% | $4,869-54.2% |
| Participant deferral / active EE | $21,000 | $5,127+309.6% | $4,311+387.1% | $5,287+297.2% |
| Admin fee / account holder | $15,669 | $10,253+52.8% | $7,645+104.9% | $10,133+54.6% |