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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 | $460,800 | $87,016+429.6% | $63,244+628.6% | $125,389+267.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | -8.19% | 21.71%-29.9pp | -70.31%+62.1pp | 282.24%-290.4pp |
| Employer contribution / active EE | $3,086 | $3,601-14.3% | $2,322+32.9% | $4,866-36.6% |
| Participant deferral / active EE | $2,970 | $3,939-24.6% | $2,953+0.6% | $5,352-44.5% |
| Admin fee / account holder | $3,001 | $11,954-74.9% | $5,893-49.1% | $9,541-68.5% |