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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 | $698,107 | $154,228+352.6% | $145,433+380.0% | $137,256+408.6% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 11.80% | 74.59%-62.8pp | 66.58%-54.8pp | 220.34%-208.5pp |
| Employer contribution / active EE | $5,000 | $4,804+4.1% | $4,554+9.8% | $4,156+20.3% |
| Participant deferral / active EE | $24,800 | $8,216+201.8% | $7,897+214.0% | $6,407+287.1% |
| Admin fee / account holder | $3,274 | $14,344-77.2% | $13,129-75.1% | $12,270-73.3% |