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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 | $548,133 | $156,398+250.5% | $147,318+272.1% | $138,895+294.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 8.78% | 78.75%-70.0pp | 70.43%-61.6pp | 145.39%-136.6pp |
| Employer contribution / active EE | $4,989 | $4,853+2.8% | $4,593+8.6% | $4,194+19.0% |
| Participant deferral / active EE | $4,410 | $8,237-46.5% | $7,906-44.2% | $6,396-31.0% |
| Admin fee / account holder | $12,341 | $14,976-17.6% | $13,708-10.0% | $12,562-1.8% |