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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 | $387,626 | $88,583+337.6% | $88,497+338.0% | $273,972+41.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | -7.92% | 5.68%-13.6pp | 7.63%-15.5pp | 41.46%-49.4pp |
| Employer contribution / active EE | $6,953 | $4,502+54.4% | $4,036+72.2% | $4,869+42.8% |
| Participant deferral / active EE | $4,564 | $4,891-6.7% | $4,899-6.8% | $5,287-13.7% |
| Admin fee / account holder | $33,122 | $8,980+268.8% | $6,220+432.5% | $10,133+226.9% |