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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 | $155,555+259.8% | $146,866+281.1% | $155,188+260.6% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.5%+0.8pp | 80.8%+2.5pp |
| Annual return | 7.22% | 115.41%-108.2pp | 102.85%-95.6pp | 148.84%-141.6pp |
| Employer contribution / active EE | $17,215 | $4,647+270.5% | $4,425+289.1% | $4,248+305.3% |
| Participant deferral / active EE | $9,325 | $8,044+15.9% | $7,759+20.2% | $6,531+42.8% |
| Admin fee / account holder | $1,572 | $14,755-89.3% | $13,620-88.5% | $14,480-89.1% |