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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 | $877,500 | $148,629+490.4% | $135,982+545.3% | $139,487+529.1% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 11.71% | 79.33%-67.6pp | 68.32%-56.6pp | 373.84%-362.1pp |
| Employer contribution / active EE | $6,493 | $5,247+23.8% | $4,859+33.6% | $4,755+36.6% |
| Participant deferral / active EE | $16,562 | $8,102+104.4% | $7,760+113.4% | $6,713+146.7% |
| Admin fee / account holder | $6,771 | $12,406-45.4% | $10,767-37.1% | $11,407-40.6% |