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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 | $606,067 | $197,625+206.7% | $177,840+240.8% | $158,966+281.3% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 4.60% | 58.76%-54.2pp | 48.32%-43.7pp | 302.95%-298.3pp |
| Employer contribution / active EE | $22,000 | $6,698+228.5% | $5,919+271.7% | $4,762+361.9% |
| Participant deferral / active EE | $24,250 | $8,405+188.5% | $7,714+214.4% | $5,983+305.3% |
| Admin fee / account holder | $17,073 | $15,405+10.8% | $12,431+37.3% | $11,250+51.8% |