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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 | $625,191 | $154,228+305.4% | $145,433+329.9% | $137,256+355.5% |
| Participation rate | 76.5% | 83.8%-7.3pp | 82.1%-5.6pp | 80.0%-3.5pp |
| Annual return | 10.40% | 74.59%-64.2pp | 66.58%-56.2pp | 220.34%-209.9pp |
| Employer contribution / active EE | $6,637 | $4,804+38.1% | $4,554+45.7% | $4,156+59.7% |
| Participant deferral / active EE | $14,251 | $8,216+73.4% | $7,897+80.5% | $6,407+122.4% |
| Admin fee / account holder | $21,847 | $14,344+52.3% | $13,129+66.4% | $12,270+78.0% |