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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 | $279,014 | $71,872+288.2% | $86,691+221.9% | $68,495+307.4% |
| Participation rate | 85.1% | 72.2%+12.9pp | 76.6%+8.5pp | 67.9%+17.2pp |
| Annual return | -21.51% | 3.53%-25.0pp | 35.94%-57.4pp | -7.84%-13.7pp |
| Employer contribution / active EE | $2,218 | $2,173+2.1% | $2,837-21.8% | $2,596-14.6% |
| Participant deferral / active EE | $7,559 | $3,779+100.0% | $4,656+62.4% | $4,028+87.7% |
| Admin fee / account holder | $34,867 | $6,112+470.5% | $7,492+365.4% | $5,403+545.3% |