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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 | $565,492 | $139,948+304.1% | $121,663+364.8% | $154,746+265.4% |
| Participation rate | 90.5% | 78.0%+12.5pp | 74.5%+16.0pp | 80.7%+9.8pp |
| Annual return | 7.69% | 230.52%-222.8pp | 147.54%-139.9pp | 172.34%-164.6pp |
| Employer contribution / active EE | $3,068 | $3,521-12.9% | $3,020+1.6% | $4,379-29.9% |
| Participant deferral / active EE | $10,062 | $5,629+78.8% | $4,887+105.9% | $6,730+49.5% |
| Admin fee / account holder | $10,291 | $17,321-40.6% | $14,289-28.0% | $14,365-28.4% |