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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 | $302,146 | $131,835+129.2% | $108,582+178.3% | $273,972+10.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -4.17% | -91.57%+87.4pp | -51.70%+47.5pp | 41.46%-45.6pp |
| Employer contribution / active EE | $3,846 | $4,913-21.7% | $3,758+2.3% | $4,869-21.0% |
| Participant deferral / active EE | $7,637 | $5,127+48.9% | $4,311+77.2% | $5,287+44.4% |
| Admin fee / account holder | $10,669 | $10,253+4.1% | $7,645+39.5% | $10,133+5.3% |