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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 | $162,136+196.0% | $152,301+215.1% | $154,746+210.1% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 10.41% | 91.02%-80.6pp | 80.50%-70.1pp | 172.34%-161.9pp |
| Employer contribution / active EE | $5,771 | $4,890+18.0% | $4,624+24.8% | $4,379+31.8% |
| Participant deferral / active EE | $13,320 | $8,341+59.7% | $8,004+66.4% | $6,730+97.9% |
| Admin fee / account holder | $4,460 | $15,759-71.7% | $14,398-69.0% | $14,365-69.0% |