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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 | $496,766 | $167,353+196.8% | $143,797+245.5% | $134,545+269.2% |
| Participation rate | 92.9% | 84.8%+8.0pp | 80.3%+12.5pp | 81.2%+11.6pp |
| Annual return | -21.39% | 0.48%-21.9pp | -0.04%-21.4pp | 418.37%-439.8pp |
| Employer contribution / active EE | $5,785 | $5,620+2.9% | $4,952+16.8% | $4,742+22.0% |
| Participant deferral / active EE | $6,128 | $6,447-4.9% | $5,638+8.7% | $6,401-4.3% |
| Admin fee / account holder | $78,118 | $18,096+331.7% | $14,679+432.2% | $11,431+583.4% |