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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 | $223,823+273.2% | $211,142+295.6% | $154,746+439.8% |
| Participation rate | 71.4% | 87.9%-16.4pp | 87.3%-15.9pp | 80.7%-9.3pp |
| Annual return | 8.76% | 50.39%-41.6pp | 46.84%-38.1pp | 172.34%-163.6pp |
| Employer contribution / active EE | $22,276 | $6,787+228.2% | $6,442+245.8% | $4,379+408.7% |
| Participant deferral / active EE | $14,170 | $9,750+45.3% | $9,284+52.6% | $6,730+110.5% |
| Admin fee / account holder | $80,082 | $19,707+306.4% | $19,076+319.8% | $14,365+457.5% |