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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 | $283,821 | $167,522+69.4% | $151,639+87.2% | $134,532+111.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -32.14% | 7.81%-40.0pp | 3.34%-35.5pp | 418.27%-450.4pp |
| Employer contribution / active EE | $4,749 | $6,828-30.4% | $6,165-23.0% | $4,741+0.2% |
| Participant deferral / active EE | $15,310 | $8,986+70.4% | $8,363+83.1% | $6,401+139.2% |
| Admin fee / account holder | $1,425 | $13,780-89.7% | $11,613-87.7% | $11,429-87.5% |