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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 | $262,943 | $211,946+24.1% | $169,452+55.2% | $135,379+94.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -10.09% | 3.26%-13.4pp | 1.83%-11.9pp | 519.79%-529.9pp |
| Employer contribution / active EE | $6,781 | $5,117+32.5% | $4,157+63.1% | $4,779+41.9% |
| Participant deferral / active EE | $19,307 | $6,075+217.8% | $5,277+265.9% | $5,609+244.2% |
| Admin fee / account holder | $13,804 | $11,472+20.3% | $9,110+51.5% | $10,828+27.5% |