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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 | $397,610 | $135,956+192.5% | $123,894+220.9% | $273,972+45.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -3.78% | 56.63%-60.4pp | 47.52%-51.3pp | 41.46%-45.2pp |
| Employer contribution / active EE | $2,810 | $5,170-45.6% | $4,617-39.1% | $4,869-42.3% |
| Participant deferral / active EE | $9,438 | $6,343+48.8% | $5,984+57.7% | $5,287+78.5% |
| Admin fee / account holder | $1,210 | $9,817-87.7% | $8,357-85.5% | $10,133-88.1% |