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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 | $800,382 | $209,336+282.3% | $197,124+306.0% | $137,256+483.1% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 8.93% | 48.09%-39.2pp | 44.34%-35.4pp | 220.34%-211.4pp |
| Employer contribution / active EE | $14,521 | $6,591+120.3% | $6,227+133.2% | $4,156+249.4% |
| Participant deferral / active EE | $25,004 | $9,614+160.1% | $9,135+173.7% | $6,407+290.3% |
| Admin fee / account holder | $308,098 | $17,308+1680.1% | $16,298+1790.4% | $12,270+2411.0% |