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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 | $252,105 | $167,353+50.6% | $143,797+75.3% | $134,545+87.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.39% | 0.48%-20.9pp | -0.04%-20.3pp | 418.37%-438.8pp |
| Employer contribution / active EE | $2,319 | $5,620-58.7% | $4,952-53.2% | $4,742-51.1% |
| Participant deferral / active EE | $9,918 | $6,447+53.8% | $5,638+75.9% | $6,401+54.9% |
| Admin fee / account holder | $578 | $18,096-96.8% | $14,679-96.1% | $11,431-94.9% |