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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 | $518,622 | $154,228+236.3% | $145,433+256.6% | $137,256+277.9% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | 8.26% | 74.59%-66.3pp | 66.58%-58.3pp | 220.34%-212.1pp |
| Employer contribution / active EE | $3,549 | $4,804-26.1% | $4,554-22.1% | $4,156-14.6% |
| Participant deferral / active EE | $9,980 | $8,216+21.5% | $7,897+26.4% | $6,407+55.8% |
| Admin fee / account holder | $3,207 | $14,344-77.6% | $13,129-75.6% | $12,270-73.9% |