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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 | $511,534 | $155,555+228.8% | $146,866+248.3% | $155,188+229.6% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.5%-12.5pp | 80.8%-10.8pp |
| Annual return | 7.37% | 115.41%-108.0pp | 102.85%-95.5pp | 148.84%-141.5pp |
| Employer contribution / active EE | $1,914 | $4,647-58.8% | $4,425-56.7% | $4,248-54.9% |
| Participant deferral / active EE | $5,337 | $8,044-33.7% | $7,759-31.2% | $6,531-18.3% |
| Admin fee / account holder | $5,216 | $14,755-64.7% | $13,620-61.7% | $14,480-64.0% |