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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 | $380,795 | $167,353+127.5% | $143,797+164.8% | $134,545+183.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.44% | 0.48%-21.9pp | -0.04%-21.4pp | 418.37%-439.8pp |
| Employer contribution / active EE | $3,968 | $5,620-29.4% | $4,952-19.9% | $4,742-16.3% |
| Participant deferral / active EE | $7,936 | $6,447+23.1% | $5,638+40.7% | $6,401+24.0% |
| Admin fee / account holder | $3,490 | $18,096-80.7% | $14,679-76.2% | $11,431-69.5% |