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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 | $903,740 | $223,823+303.8% | $211,142+328.0% | $154,746+484.0% |
| Participation rate | 85.7% | 87.9%-2.1pp | 87.3%-1.6pp | 80.7%+5.0pp |
| Annual return | 8.02% | 50.39%-42.4pp | 46.84%-38.8pp | 172.34%-164.3pp |
| Employer contribution / active EE | $23,529 | $6,787+246.7% | $6,442+265.2% | $4,379+437.3% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $33,282 | $19,707+68.9% | $19,076+74.5% | $14,365+131.7% |