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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 | $278,758 | $135,956+105.0% | $123,894+125.0% | $273,972+1.7% |
| Participation rate | 86.7% | 84.1%+2.6pp | 81.4%+5.3pp | 83.0%+3.7pp |
| Annual return | -2.94% | 56.63%-59.6pp | 47.52%-50.5pp | 41.46%-44.4pp |
| Employer contribution / active EE | $5,333 | $5,170+3.2% | $4,617+15.5% | $4,869+9.5% |
| Participant deferral / active EE | $8,655 | $6,343+36.5% | $5,984+44.6% | $5,287+63.7% |
| Admin fee / account holder | $1,114 | $9,817-88.7% | $8,357-86.7% | $10,133-89.0% |