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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 | $266,258 | $123,793+115.1% | $177,848+49.7% | $79,856+233.4% |
| Participation rate | 91.9% | 84.7%+7.2pp | 87.7%+4.2pp | 69.6%+22.3pp |
| Annual return | -4.46% | 22.82%-27.3pp | 48.33%-52.8pp | 31.71%-36.2pp |
| Employer contribution / active EE | $8,852 | $4,095+116.2% | $5,919+49.6% | $2,471+258.2% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,741-100.0% |
| Admin fee / account holder | $12,162 | $7,243+67.9% | $12,431-2.2% | $5,306+129.2% |