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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 | $358,611 | $167,533+114.1% | $151,645+136.5% | $134,545+166.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -23.18% | 7.81%-31.0pp | 3.34%-26.5pp | 418.37%-441.5pp |
| Employer contribution / active EE | $4,832 | $6,828-29.2% | $6,165-21.6% | $4,742+1.9% |
| Participant deferral / active EE | $18,420 | $8,985+105.0% | $8,363+120.3% | $6,401+187.8% |
| Admin fee / account holder | $56,068 | $13,781+306.9% | $11,614+382.8% | $11,431+390.5% |