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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 | $271,650 | $82,678+228.6% | $125,391+116.6% | $68,490+296.6% |
| Participation rate | 92.3% | 75.1%+17.2pp | 82.4%+9.9pp | 67.9%+24.4pp |
| Annual return | -22.85% | -5.97%-16.9pp | 572.41%-595.3pp | -7.85%-15.0pp |
| Employer contribution / active EE | $3,533 | $3,382+4.4% | $4,816-26.6% | $2,597+36.0% |
| Participant deferral / active EE | $15,231 | $6,111+149.2% | $7,448+104.5% | $4,028+278.2% |
| Admin fee / account holder | $9,191 | $6,277+46.4% | $10,009-8.2% | $5,403+70.1% |