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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 | $508,862 | $162,136+213.8% | $152,301+234.1% | $154,746+228.8% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 9.40% | 91.02%-81.6pp | 80.50%-71.1pp | 172.34%-162.9pp |
| Employer contribution / active EE | $2,401 | $4,890-50.9% | $4,624-48.1% | $4,379-45.2% |
| Participant deferral / active EE | $17,638 | $8,341+111.5% | $8,004+120.4% | $6,730+162.1% |
| Admin fee / account holder | $11,906 | $15,759-24.5% | $14,398-17.3% | $14,365-17.1% |