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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 | $156,398+211.3% | $147,318+230.5% | $138,895+250.5% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 79.9%+10.1pp |
| Annual return | 10.58% | 78.75%-68.2pp | 70.43%-59.9pp | 145.39%-134.8pp |
| Employer contribution / active EE | $5,142 | $4,853+6.0% | $4,593+12.0% | $4,194+22.6% |
| Participant deferral / active EE | $12,272 | $8,237+49.0% | $7,906+55.2% | $6,396+91.9% |
| Admin fee / account holder | $30,912 | $14,976+106.4% | $13,708+125.5% | $12,562+146.1% |