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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 | $172,111+167.3% | $150,298+206.1% | $137,256+235.2% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 7.12% | 69.37%-62.3pp | 62.79%-55.7pp | 220.34%-213.2pp |
| Employer contribution / active EE | $14,920 | $4,636+221.8% | $4,154+259.2% | $4,156+259.0% |
| Participant deferral / active EE | $18,981 | $6,166+207.9% | $5,453+248.1% | $6,407+196.3% |
| Admin fee / account holder | $337,836 | $16,471+1951.1% | $14,116+2293.3% | $12,270+2653.3% |