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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 | $516,209 | $156,398+230.1% | $147,318+250.4% | $138,895+271.7% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 10.83% | 78.75%-67.9pp | 70.43%-59.6pp | 145.39%-134.6pp |
| Employer contribution / active EE | $20,287 | $4,853+318.0% | $4,593+341.7% | $4,194+383.7% |
| Participant deferral / active EE | $21,688 | $8,237+163.3% | $7,906+174.3% | $6,396+239.1% |
| Admin fee / account holder | $732,721 | $14,976+4792.7% | $13,708+5245.4% | $12,562+5732.8% |