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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 | $314,051 | $105,867+196.6% | $90,760+246.0% | $134,532+133.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -28.15% | -10.99%-17.2pp | -12.16%-16.0pp | 418.27%-446.4pp |
| Employer contribution / active EE | $1,429 | $3,464-58.8% | $2,922-51.1% | $4,741-69.9% |
| Participant deferral / active EE | $4,990 | $5,217-4.4% | $4,565+9.3% | $6,401-22.0% |
| Admin fee / account holder | $807 | $13,936-94.2% | $8,444-90.4% | $11,429-92.9% |