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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 | $559,651 | $156,398+257.8% | $147,318+279.9% | $138,895+302.9% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 7.22% | 78.75%-71.5pp | 70.43%-63.2pp | 145.39%-138.2pp |
| Employer contribution / active EE | $17,215 | $4,853+254.7% | $4,593+274.8% | $4,194+310.4% |
| Participant deferral / active EE | $9,325 | $8,237+13.2% | $7,906+17.9% | $6,396+45.8% |
| Admin fee / account holder | $1,572 | $14,976-89.5% | $13,708-88.5% | $12,562-87.5% |