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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 | $535,022 | $154,228+246.9% | $145,433+267.9% | $137,256+289.8% |
| Participation rate | 94.4% | 83.8%+10.7pp | 82.1%+12.3pp | 80.0%+14.5pp |
| Annual return | 11.83% | 74.59%-62.8pp | 66.58%-54.7pp | 220.34%-208.5pp |
| Employer contribution / active EE | $11,505 | $4,804+139.5% | $4,554+152.6% | $4,156+176.8% |
| Participant deferral / active EE | $10,012 | $8,216+21.8% | $7,897+26.8% | $6,407+56.3% |
| Admin fee / account holder | $26,373 | $14,344+83.9% | $13,129+100.9% | $12,270+114.9% |