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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 | $285,018 | $73,839+286.0% | $143,788+98.2% | $68,495+316.1% |
| Participation rate | 78.6% | 66.7%+11.9pp | 80.3%-1.7pp | 67.9%+10.7pp |
| Annual return | -22.61% | 1.01%-23.6pp | -0.03%-22.6pp | -7.84%-14.8pp |
| Employer contribution / active EE | $2,144 | $3,184-32.7% | $4,952-56.7% | $2,596-17.4% |
| Participant deferral / active EE | $4,084 | $3,384+20.7% | $5,638-27.6% | $4,028+1.4% |
| Admin fee / account holder | $953 | $5,755-83.4% | $14,675-93.5% | $5,403-82.4% |