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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 | $286,024 | $140,592+103.4% | $123,105+132.3% | $125,389+128.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -4.86% | 16.80%-21.7pp | 13.22%-18.1pp | 282.24%-287.1pp |
| Employer contribution / active EE | $9,167 | $6,041+51.7% | $5,151+78.0% | $4,866+88.4% |
| Participant deferral / active EE | $6,405 | $6,980-8.2% | $6,229+2.8% | $5,352+19.7% |
| Admin fee / account holder | $2,175 | $11,198-80.6% | $9,014-75.9% | $9,541-77.2% |