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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 | $132,634+326.4% | $115,768+388.5% | $137,256+312.0% |
| Participation rate | 90.5% | 77.9%+12.6pp | 74.4%+16.1pp | 80.0%+10.5pp |
| Annual return | 7.69% | 160.70%-153.0pp | 100.46%-92.8pp | 220.34%-212.7pp |
| Employer contribution / active EE | $3,068 | $3,360-8.7% | $2,940+4.4% | $4,156-26.2% |
| Participant deferral / active EE | $10,062 | $5,619+79.1% | $4,917+104.6% | $6,407+57.0% |
| Admin fee / account holder | $10,291 | $15,028-31.5% | $12,439-17.3% | $12,270-16.1% |