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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 | $405,854 | $48,267+740.9% | $68,808+489.8% | $68,486+492.6% |
| Participation rate | 90.2% | 60.7%+29.5pp | 69.0%+21.1pp | 67.9%+22.3pp |
| Annual return | -22.63% | -12.70%-9.9pp | -6.37%-16.3pp | -7.85%-14.8pp |
| Employer contribution / active EE | $10,186 | $1,829+456.9% | $2,656+283.6% | $2,597+292.3% |
| Participant deferral / active EE | $15,302 | $2,867+433.8% | $3,942+288.2% | $4,028+279.9% |
| Admin fee / account holder | $59,953 | $4,362+1274.3% | $4,936+1114.6% | $5,404+1009.5% |