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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 | $360,577 | $167,353+115.5% | $143,797+150.8% | $134,545+168.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -25.60% | 0.48%-26.1pp | -0.04%-25.6pp | 418.37%-444.0pp |
| Employer contribution / active EE | $5,798 | $5,620+3.1% | $4,952+17.1% | $4,742+22.3% |
| Participant deferral / active EE | $14,155 | $6,447+119.5% | $5,638+151.0% | $6,401+121.1% |
| Admin fee / account holder | $3,466 | $18,096-80.8% | $14,679-76.4% | $11,431-69.7% |