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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 | $538,355 | $142,972+276.5% | $214,702+150.7% | $86,983+518.9% |
| Participation rate | 84.8% | 84.9%0pp | 87.5%-2.6pp | 69.5%+15.3pp |
| Annual return | 10.00% | 18.49%-8.5pp | 54.55%-44.6pp | 25.83%-15.8pp |
| Employer contribution / active EE | $6,667 | $4,635+43.8% | $6,461+3.2% | $2,584+158.0% |
| Participant deferral / active EE | $9,828 | $6,568+49.6% | $9,147+7.5% | $4,194+134.3% |
| Admin fee / account holder | $3,510 | $17,617-80.1% | $19,830-82.3% | $7,856-55.3% |