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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 | $268,573 | $76,407+251.5% | $150,298+78.7% | $82,448+225.7% |
| Participation rate | 88.5% | 66.4%+22.1pp | 77.8%+10.7pp | 68.1%+20.4pp |
| Annual return | -1.61% | 39.99%-41.6pp | 62.79%-64.4pp | 41.64%-43.3pp |
| Employer contribution / active EE | $2,163 | $2,614-17.3% | $4,154-47.9% | $2,551-15.2% |
| Participant deferral / active EE | $4,544 | $3,214+41.4% | $5,453-16.7% | $4,139+9.8% |
| Admin fee / account holder | $11,254 | $6,352+77.2% | $14,116-20.3% | $7,234+55.6% |