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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 | $155,555+279.7% | $146,866+302.2% | $155,188+280.6% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.5%+6.4pp | 80.8%+8.1pp |
| Annual return | 10.20% | 115.41%-105.2pp | 102.85%-92.7pp | 148.84%-138.6pp |
| Employer contribution / active EE | $6,665 | $4,647+43.4% | $4,425+50.6% | $4,248+56.9% |
| Participant deferral / active EE | $20,896 | $8,044+159.8% | $7,759+169.3% | $6,531+219.9% |
| Admin fee / account holder | $21,191 | $14,755+43.6% | $13,620+55.6% | $14,480+46.3% |