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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 | $415,709 | $76,551+443.0% | $123,894+235.5% | $62,881+561.1% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | -8.01% | 18.68%-26.7pp | 47.52%-55.5pp | 20.14%-28.2pp |
| Employer contribution / active EE | $1,790 | $2,882-37.9% | $4,617-61.2% | $2,281-21.5% |
| Participant deferral / active EE | $11,770 | $4,840+143.2% | $5,984+96.7% | $3,203+267.5% |
| Admin fee / account holder | $13,066 | $4,826+170.8% | $8,357+56.3% | $4,296+204.2% |