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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 | $656,247 | $175,259+274.4% | $149,723+338.3% | $139,487+370.5% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.6pp |
| Annual return | 8.08% | 166.82%-158.7pp | 134.50%-126.4pp | 373.84%-365.8pp |
| Employer contribution / active EE | $2,349 | $5,478-57.1% | $4,821-51.3% | $4,755-50.6% |
| Participant deferral / active EE | $11,666 | $6,522+78.9% | $5,682+105.3% | $6,713+73.8% |
| Admin fee / account holder | $16,312 | $16,158+1.0% | $13,215+23.4% | $11,407+43.0% |