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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 | $360,683 | $77,816+363.5% | $123,549+191.9% | $64,181+462.0% |
| Participation rate | 75.0% | 74.7%+0.3pp | 82.3%-7.3pp | 69.6%+5.4pp |
| Annual return | -13.08% | 12.49%-25.6pp | 119.20%-132.3pp | 7.63%-20.7pp |
| Employer contribution / active EE | $4,395 | $3,014+45.8% | $4,628-5.0% | $2,381+84.6% |
| Participant deferral / active EE | $8,893 | $5,240+69.7% | $6,426+38.4% | $3,470+156.3% |
| Admin fee / account holder | $11,078 | $5,519+100.7% | $9,284+19.3% | $4,887+126.7% |