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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 | $350,168 | $115,903+202.1% | $100,528+248.3% | $158,966+120.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | -1.34% | 34.80%-36.1pp | 30.90%-32.2pp | 302.95%-304.3pp |
| Employer contribution / active EE | $6,079 | $4,105+48.1% | $3,419+77.8% | $4,762+27.6% |
| Participant deferral / active EE | $9,232 | $6,677+38.3% | $6,271+47.2% | $5,983+54.3% |
| Admin fee / account holder | $101,998 | $11,000+827.2% | $8,084+1161.7% | $11,250+806.7% |