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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 | $319,185 | $92,219+246.1% | $76,766+315.8% | $135,382+135.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -12.60% | 5.46%-18.1pp | 2.43%-15.0pp | 519.77%-532.4pp |
| Employer contribution / active EE | $5,337 | $3,216+66.0% | $2,485+114.8% | $4,779+11.7% |
| Participant deferral / active EE | $4,784 | $4,508+6.1% | $3,851+24.2% | $5,609-14.7% |
| Admin fee / account holder | $921 | $10,749-91.4% | $6,675-86.2% | $10,829-91.5% |