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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 | $948,779 | $162,136+485.2% | $152,301+523.0% | $154,746+513.1% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 10.33% | 91.02%-80.7pp | 80.50%-70.2pp | 172.34%-162.0pp |
| Employer contribution / active EE | $3,320 | $4,890-32.1% | $4,624-28.2% | $4,379-24.2% |
| Participant deferral / active EE | $10,874 | $8,341+30.4% | $8,004+35.9% | $6,730+61.6% |
| Admin fee / account holder | $36,075 | $15,759+128.9% | $14,398+150.6% | $14,365+151.1% |