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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 | $328,782 | $99,032+232.0% | $80,022+310.9% | $135,380+142.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -11.53% | 15.39%-26.9pp | 11.22%-22.7pp | 519.81%-531.3pp |
| Employer contribution / active EE | $14,285 | $3,043+369.4% | $2,468+478.8% | $4,779+198.9% |
| Participant deferral / active EE | $9,417 | $4,282+119.9% | $3,686+155.5% | $5,609+67.9% |
| Admin fee / account holder | $1,914 | $10,436-81.7% | $6,521-70.7% | $10,828-82.3% |