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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 | $266,122 | $82,674+221.9% | $125,381+112.3% | $68,486+288.6% |
| Participation rate | 98.9% | 75.1%+23.8pp | 82.4%+16.5pp | 67.9%+31.0pp |
| Annual return | -20.40% | -5.97%-14.4pp | 572.31%-592.7pp | -7.85%-12.5pp |
| Employer contribution / active EE | $8,130 | $3,382+140.4% | $4,815+68.8% | $2,597+213.1% |
| Participant deferral / active EE | $17,958 | $6,111+193.9% | $7,448+141.1% | $4,028+345.9% |
| Admin fee / account holder | $14,012 | $6,277+123.2% | $10,007+40.0% | $5,404+159.3% |