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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 | $162,136+285.6% | $152,301+310.5% | $154,746+304.0% |
| Participation rate | 76.5% | 84.1%-7.6pp | 82.4%-6.0pp | 80.7%-4.2pp |
| Annual return | 10.40% | 91.02%-80.6pp | 80.50%-70.1pp | 172.34%-161.9pp |
| Employer contribution / active EE | $6,637 | $4,890+35.7% | $4,624+43.5% | $4,379+51.6% |
| Participant deferral / active EE | $14,251 | $8,341+70.9% | $8,004+78.1% | $6,730+111.7% |
| Admin fee / account holder | $21,847 | $15,759+38.6% | $14,398+51.7% | $14,365+52.1% |