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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 | $486,825 | $162,136+200.3% | $152,301+219.6% | $154,746+214.6% |
| Participation rate | 90.0% | 84.1%+5.9pp | 82.4%+7.6pp | 80.7%+9.3pp |
| Annual return | 10.58% | 91.02%-80.4pp | 80.50%-69.9pp | 172.34%-161.8pp |
| Employer contribution / active EE | $5,142 | $4,890+5.2% | $4,624+11.2% | $4,379+17.4% |
| Participant deferral / active EE | $12,272 | $8,341+47.1% | $8,004+53.3% | $6,730+82.3% |
| Admin fee / account holder | $30,912 | $15,759+96.2% | $14,398+114.7% | $14,365+115.2% |