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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 | $330,870 | $167,362+97.7% | $143,799+130.1% | $134,532+145.9% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -25.71% | 0.47%-26.2pp | -0.04%-25.7pp | 418.27%-444.0pp |
| Employer contribution / active EE | $7,237 | $5,620+28.8% | $4,952+46.1% | $4,741+52.6% |
| Participant deferral / active EE | $7,064 | $6,447+9.6% | $5,638+25.3% | $6,401+10.4% |
| Admin fee / account holder | $3,093 | $18,094-82.9% | $14,677-78.9% | $11,429-72.9% |