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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 | $460,016 | $185,312+148.2% | $161,489+184.9% | $154,746+197.3% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.7%+8.8pp | 80.7%+6.8pp |
| Annual return | 7.12% | 103.84%-96.7pp | 89.72%-82.6pp | 172.34%-165.2pp |
| Employer contribution / active EE | $14,920 | $4,769+212.8% | $4,268+249.6% | $4,379+240.7% |
| Participant deferral / active EE | $18,981 | $6,350+198.9% | $5,630+237.2% | $6,730+182.0% |
| Admin fee / account holder | $337,836 | $18,654+1711.0% | $16,006+2010.7% | $14,365+2251.8% |