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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 | $517,682 | $156,398+231.0% | $147,318+251.4% | $138,895+272.7% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 79.9%+9.0pp |
| Annual return | 11.29% | 78.75%-67.5pp | 70.43%-59.1pp | 145.39%-134.1pp |
| Employer contribution / active EE | $10,827 | $4,853+123.1% | $4,593+135.7% | $4,194+158.2% |
| Participant deferral / active EE | $12,284 | $8,237+49.1% | $7,906+55.4% | $6,396+92.1% |
| Admin fee / account holder | $47,267 | $14,976+215.6% | $13,708+244.8% | $12,562+276.3% |