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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 | $564,188 | $154,228+265.8% | $145,433+287.9% | $137,256+311.0% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.5pp | 80.0%+11.7pp |
| Annual return | 11.47% | 74.59%-63.1pp | 66.58%-55.1pp | 220.34%-208.9pp |
| Employer contribution / active EE | $3,111 | $4,804-35.3% | $4,554-31.7% | $4,156-25.2% |
| Participant deferral / active EE | $8,284 | $8,216+0.8% | $7,897+4.9% | $6,407+29.3% |
| Admin fee / account holder | $153,840 | $14,344+972.5% | $13,129+1071.8% | $12,270+1153.8% |