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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 | $1,077,844 | $178,174+504.9% | $156,181+590.1% | $137,256+685.3% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | -6.06% | 84.19%-90.2pp | 64.87%-70.9pp | 220.34%-226.4pp |
| Employer contribution / active EE | $2,414 | $4,972-51.4% | $4,294-43.8% | $4,156-41.9% |
| Participant deferral / active EE | $3,111 | $6,888-54.8% | $6,132-49.3% | $6,407-51.4% |
| Admin fee / account holder | $19,524 | $17,404+12.2% | $14,586+33.9% | $12,270+59.1% |