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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 | $495,026 | $183,592+169.6% | $155,574+218.2% | $145,877+239.3% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 4.33% | 61.37%-57.0pp | 64.87%-60.5pp | 551.28%-547.0pp |
| Employer contribution / active EE | $3,319 | $5,317-37.6% | $4,676-29.0% | $4,663-28.8% |
| Participant deferral / active EE | $13,800 | $6,466+113.4% | $5,629+145.1% | $6,691+106.3% |
| Admin fee / account holder | $14,327 | $19,316-25.8% | $15,914-10.0% | $13,402+6.9% |