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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 | $159,978+299.3% | $147,041+334.4% | $145,978+337.6% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 9.45% | 98.36%-88.9pp | 419.21%-409.8pp | 550.52%-541.1pp |
| Employer contribution / active EE | $5,183 | $5,288-2.0% | $4,935+5.0% | $4,662+11.2% |
| Participant deferral / active EE | $14,770 | $8,429+75.2% | $8,071+83.0% | $6,690+120.8% |
| Admin fee / account holder | $17,896 | $15,053+18.9% | $13,006+37.6% | $13,400+33.5% |