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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 | $410,393 | $167,353+145.2% | $143,797+185.4% | $134,545+205.0% |
| Participation rate | 84.2% | 84.8%-0.6pp | 80.3%+3.9pp | 81.2%+3.0pp |
| Annual return | -23.49% | 0.48%-24.0pp | -0.04%-23.4pp | 418.37%-441.9pp |
| Employer contribution / active EE | $4,118 | $5,620-26.7% | $4,952-16.9% | $4,742-13.2% |
| Participant deferral / active EE | $5,556 | $6,447-13.8% | $5,638-1.5% | $6,401-13.2% |
| Admin fee / account holder | $4,597 | $18,096-74.6% | $14,679-68.7% | $11,431-59.8% |