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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 | $514,973 | $154,228+233.9% | $145,433+254.1% | $137,256+275.2% |
| Participation rate | 95.5% | 83.8%+11.7pp | 82.1%+13.3pp | 80.0%+15.5pp |
| Annual return | 11.53% | 74.59%-63.1pp | 66.58%-55.0pp | 220.34%-208.8pp |
| Employer contribution / active EE | $10,297 | $4,804+114.3% | $4,554+126.1% | $4,156+147.8% |
| Participant deferral / active EE | $16,223 | $8,216+97.4% | $7,897+105.4% | $6,407+153.2% |
| Admin fee / account holder | $3,230 | $14,344-77.5% | $13,129-75.4% | $12,270-73.7% |