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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 | $479,853 | $154,228+211.1% | $145,433+229.9% | $137,256+249.6% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 10.41% | 74.59%-64.2pp | 66.58%-56.2pp | 220.34%-209.9pp |
| Employer contribution / active EE | $5,771 | $4,804+20.1% | $4,554+26.7% | $4,156+38.9% |
| Participant deferral / active EE | $13,320 | $8,216+62.1% | $7,897+68.7% | $6,407+107.9% |
| Admin fee / account holder | $4,460 | $14,344-68.9% | $13,129-66.0% | $12,270-63.6% |