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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 | $835,324 | $209,336+299.0% | $197,124+323.8% | $137,256+508.6% |
| Participation rate | 71.4% | 87.3%-15.9pp | 86.7%-15.3pp | 80.0%-8.5pp |
| Annual return | 8.76% | 48.09%-39.3pp | 44.34%-35.6pp | 220.34%-211.6pp |
| Employer contribution / active EE | $22,276 | $6,591+238.0% | $6,227+257.7% | $4,156+436.0% |
| Participant deferral / active EE | $14,170 | $9,614+47.4% | $9,135+55.1% | $6,407+121.2% |
| Admin fee / account holder | $80,082 | $17,308+362.7% | $16,298+391.4% | $12,270+552.7% |