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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 | $314,061 | $81,870+283.6% | $119,622+162.5% | $68,486+358.6% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -23.04% | -23.82%+0.8pp | -14.98%-8.1pp | -7.85%-15.2pp |
| Employer contribution / active EE | $1,000 | $2,692-62.9% | $4,232-76.4% | $2,597-61.5% |
| Participant deferral / active EE | $11,883 | $4,148+186.5% | $5,601+112.2% | $4,028+195.0% |
| Admin fee / account holder | $7,604 | $6,583+15.5% | $10,328-26.4% | $5,404+40.7% |