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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 | $590,662 | $156,398+277.7% | $147,318+300.9% | $138,895+325.3% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 79.9%+9.0pp |
| Annual return | 10.20% | 78.75%-68.5pp | 70.43%-60.2pp | 145.39%-135.2pp |
| Employer contribution / active EE | $6,665 | $4,853+37.3% | $4,593+45.1% | $4,194+58.9% |
| Participant deferral / active EE | $20,896 | $8,237+153.7% | $7,906+164.3% | $6,396+226.7% |
| Admin fee / account holder | $21,191 | $14,976+41.5% | $13,708+54.6% | $12,562+68.7% |