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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 | $154,228+235.7% | $145,433+256.0% | $137,256+277.2% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 11.29% | 74.59%-63.3pp | 66.58%-55.3pp | 220.34%-209.0pp |
| Employer contribution / active EE | $10,827 | $4,804+125.4% | $4,554+137.7% | $4,156+160.5% |
| Participant deferral / active EE | $12,284 | $8,216+49.5% | $7,897+55.5% | $6,407+91.7% |
| Admin fee / account holder | $47,267 | $14,344+229.5% | $13,129+260.0% | $12,270+285.2% |