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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 | $485,882 | $59,107+722.0% | $86,439+462.1% | $68,495+609.4% |
| Participation rate | 79.2% | 75.2%+4.0pp | 80.3%-1.1pp | 67.9%+11.4pp |
| Annual return | -20.00% | -0.23%-19.8pp | 4395.55%-4415.5pp | -7.84%-12.2pp |
| Employer contribution / active EE | $1,081 | $2,519-57.1% | $3,769-71.3% | $2,596-58.4% |
| Participant deferral / active EE | $9,985 | $5,901+69.2% | $6,952+43.6% | $4,028+147.9% |
| Admin fee / account holder | $15,050 | $5,637+167.0% | $6,732+123.6% | $5,403+178.5% |