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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 | $339,566 | $138,075+145.9% | $123,552+174.8% | $135,379+150.8% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -11.12% | 153.70%-164.8pp | 119.20%-130.3pp | 519.79%-530.9pp |
| Employer contribution / active EE | $1,536 | $5,152-70.2% | $4,628-66.8% | $4,779-67.9% |
| Participant deferral / active EE | $16,229 | $6,800+138.7% | $6,426+152.6% | $5,609+189.3% |
| Admin fee / account holder | $4,296 | $10,917-60.6% | $9,285-53.7% | $10,828-60.3% |