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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 | $278,837 | $167,352+66.6% | $143,788+93.9% | $134,509+107.3% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -21.06% | 0.47%-21.5pp | -0.03%-21.0pp | 418.13%-439.2pp |
| Employer contribution / active EE | $11,963 | $5,620+112.9% | $4,952+141.6% | $4,741+152.4% |
| Participant deferral / active EE | $11,554 | $6,447+79.2% | $5,638+104.9% | $6,400+80.5% |
| Admin fee / account holder | $1,947 | $18,091-89.2% | $14,675-86.7% | $11,427-83.0% |