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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 | $393,708 | $92,219+326.9% | $76,766+412.9% | $135,382+190.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -10.51% | 5.46%-16.0pp | 2.43%-12.9pp | 519.77%-530.3pp |
| Employer contribution / active EE | $3,667 | $3,216+14.0% | $2,485+47.6% | $4,779-23.3% |
| Participant deferral / active EE | $24,500 | $4,508+443.4% | $3,851+536.1% | $5,609+336.8% |
| Admin fee / account holder | $21,712 | $10,749+102.0% | $6,675+225.3% | $10,829+100.5% |