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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 | $447,571 | $92,743+382.6% | $82,744+440.9% | $134,532+232.7% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -44.69% | 946.63%-991.3pp | 702.22%-746.9pp | 418.27%-463.0pp |
| Employer contribution / active EE | $931 | $3,273-71.5% | $3,008-69.0% | $4,741-80.4% |
| Participant deferral / active EE | $2,275 | $4,802-52.6% | $4,395-48.2% | $6,401-64.5% |
| Admin fee / account holder | $3,895 | $5,977-34.8% | $5,325-26.9% | $11,429-65.9% |