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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 | $304,153 | $73,009+316.6% | $90,760+235.1% | $68,486+344.1% |
| Participation rate | 96.2% | 70.8%+25.3pp | 75.7%+20.5pp | 67.9%+28.3pp |
| Annual return | -21.33% | -13.81%-7.5pp | -12.16%-9.2pp | -7.85%-13.5pp |
| Employer contribution / active EE | $7,739 | $2,193+253.0% | $2,922+164.9% | $2,597+198.0% |
| Participant deferral / active EE | $8,783 | $3,626+142.2% | $4,565+92.4% | $4,028+118.1% |
| Admin fee / account holder | $25,810 | $5,896+337.8% | $8,444+205.7% | $5,404+377.6% |