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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 | $741,566 | $185,312+300.2% | $161,489+359.2% | $154,746+379.2% |
| Participation rate | 84.6% | 82.5%+2.2pp | 78.7%+5.9pp | 80.7%+3.9pp |
| Annual return | 8.45% | 103.84%-95.4pp | 89.72%-81.3pp | 172.34%-163.9pp |
| Employer contribution / active EE | $9,691 | $4,769+103.2% | $4,268+127.0% | $4,379+121.3% |
| Participant deferral / active EE | $18,995 | $6,350+199.1% | $5,630+237.4% | $6,730+182.2% |
| Admin fee / account holder | $96,022 | $18,654+414.7% | $16,006+499.9% | $14,365+568.4% |