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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 | $638,745 | $160,070+299.0% | $147,117+334.2% | $145,897+337.8% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.1pp | 80.3%+3.0pp |
| Annual return | 9.45% | 98.69%-89.2pp | 420.54%-411.1pp | 552.29%-542.8pp |
| Employer contribution / active EE | $5,183 | $5,285-1.9% | $4,932+5.1% | $4,663+11.2% |
| Participant deferral / active EE | $14,770 | $8,419+75.4% | $8,065+83.1% | $6,689+120.8% |
| Admin fee / account holder | $17,896 | $15,035+19.0% | $12,993+37.7% | $13,390+33.6% |