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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 | $442,701 | $131,835+235.8% | $108,582+307.7% | $273,972+61.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 0.88% | -91.57%+92.5pp | -51.70%+52.6pp | 41.46%-40.6pp |
| Employer contribution / active EE | $1,616 | $4,913-67.1% | $3,758-57.0% | $4,869-66.8% |
| Participant deferral / active EE | $2,893 | $5,127-43.6% | $4,311-32.9% | $5,287-45.3% |
| Admin fee / account holder | $430 | $10,253-95.8% | $7,645-94.4% | $10,133-95.8% |