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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 | $712,022 | $117,895+503.9% | $102,460+594.9% | $145,897+388.0% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 8.53% | 31.92%-23.4pp | 29.47%-20.9pp | 552.29%-543.8pp |
| Employer contribution / active EE | $5,091 | $3,619+40.7% | $3,025+68.3% | $4,663+9.2% |
| Participant deferral / active EE | $18,196 | $5,736+217.2% | $5,056+259.9% | $6,689+172.0% |
| Admin fee / account holder | $6,335 | $13,353-52.6% | $9,460-33.0% | $13,390-52.7% |