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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 | $693,252 | $154,228+349.5% | $145,433+376.7% | $137,256+405.1% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 9.73% | 74.59%-64.9pp | 66.58%-56.8pp | 220.34%-210.6pp |
| Employer contribution / active EE | $3,987 | $4,804-17.0% | $4,554-12.5% | $4,156-4.1% |
| Participant deferral / active EE | $12,705 | $8,216+54.6% | $7,897+60.9% | $6,407+98.3% |
| Admin fee / account holder | $133,178 | $14,344+828.5% | $13,129+914.4% | $12,270+985.4% |