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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 | $567,571 | $162,136+250.1% | $152,301+272.7% | $154,746+266.8% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 11.03% | 91.02%-80.0pp | 80.50%-69.5pp | 172.34%-161.3pp |
| Employer contribution / active EE | $1,708 | $4,890-65.1% | $4,624-63.1% | $4,379-61.0% |
| Participant deferral / active EE | $8,054 | $8,341-3.4% | $8,004+0.6% | $6,730+19.7% |
| Admin fee / account holder | $5,185 | $15,759-67.1% | $14,398-64.0% | $14,365-63.9% |