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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 | $503,294 | $154,228+226.3% | $145,433+246.1% | $137,256+266.7% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 12.38% | 74.59%-62.2pp | 66.58%-54.2pp | 220.34%-208.0pp |
| Employer contribution / active EE | $23,621 | $4,804+391.7% | $4,554+418.6% | $4,156+468.4% |
| Participant deferral / active EE | $6,118 | $8,216-25.5% | $7,897-22.5% | $6,407-4.5% |
| Admin fee / account holder | $4,788 | $14,344-66.6% | $13,129-63.5% | $12,270-61.0% |