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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 | $1,337,570 | $209,336+539.0% | $197,124+578.5% | $137,256+874.5% |
| Participation rate | 71.4% | 87.3%-15.9pp | 86.7%-15.3pp | 80.0%-8.5pp |
| Annual return | 10.89% | 48.09%-37.2pp | 44.34%-33.5pp | 220.34%-209.4pp |
| Employer contribution / active EE | $28,552 | $6,591+333.2% | $6,227+358.5% | $4,156+587.0% |
| Participant deferral / active EE | $10,893 | $9,614+13.3% | $9,135+19.3% | $6,407+70.0% |
| Admin fee / account holder | $305,424 | $17,308+1664.7% | $16,298+1774.0% | $12,270+2389.2% |