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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 | $494,606 | $154,228+220.7% | $145,433+240.1% | $137,256+260.4% |
| Participation rate | 94.1% | 83.8%+10.3pp | 82.1%+12.0pp | 80.0%+14.2pp |
| Annual return | 5.11% | 74.59%-69.5pp | 66.58%-61.5pp | 220.34%-215.2pp |
| Employer contribution / active EE | $7,754 | $4,804+61.4% | $4,554+70.3% | $4,156+86.6% |
| Participant deferral / active EE | $9,527 | $8,216+15.9% | $7,897+20.6% | $6,407+48.7% |
| Admin fee / account holder | $12,462 | $14,344-13.1% | $13,129-5.1% | $12,270+1.6% |