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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 | $370,056 | $42,909+762.4% | $60,906+507.6% | $68,486+440.3% |
| Participation rate | 96.8% | 66.8%+30.0pp | 73.1%+23.7pp | 67.9%+28.9pp |
| Annual return | -22.85% | -13.99%-8.9pp | 16.94%-39.8pp | -7.85%-15.0pp |
| Employer contribution / active EE | $2,693 | $1,979+36.1% | $2,703-0.4% | $2,597+3.7% |
| Participant deferral / active EE | $7,861 | $2,866+174.2% | $3,814+106.1% | $4,028+95.2% |
| Admin fee / account holder | $3,415 | $3,104+10.0% | $3,227+5.8% | $5,404-36.8% |