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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 | $748,154 | $185,883+302.5% | $170,043+340.0% | $139,466+436.4% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 10.05% | 60.54%-50.5pp | 53.40%-43.4pp | 373.66%-363.6pp |
| Employer contribution / active EE | $21,282 | $7,596+180.2% | $6,790+213.4% | $4,754+347.7% |
| Participant deferral / active EE | $16,081 | $11,626+38.3% | $10,410+54.5% | $6,712+139.6% |
| Admin fee / account holder | $14,340 | $15,393-6.8% | $12,824+11.8% | $11,409+25.7% |