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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 | $516,325 | $209,336+146.6% | $197,124+161.9% | $137,256+276.2% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 11.00% | 48.09%-37.1pp | 44.34%-33.3pp | 220.34%-209.3pp |
| Employer contribution / active EE | $2,987 | $6,591-54.7% | $6,227-52.0% | $4,156-28.1% |
| Participant deferral / active EE | $16,680 | $9,614+73.5% | $9,135+82.6% | $6,407+160.3% |
| Admin fee / account holder | $1,723 | $17,308-90.0% | $16,298-89.4% | $12,270-86.0% |