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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 | $673,951 | $100,970+567.5% | $96,576+597.8% | $137,256+391.0% |
| Participation rate | 75.0% | 82.6%-7.6pp | 81.4%-6.4pp | 80.0%-5.0pp |
| Annual return | 10.37% | 38.16%-27.8pp | 38.47%-28.1pp | 220.34%-210.0pp |
| Employer contribution / active EE | $3,063 | $3,809-19.6% | $3,553-13.8% | $4,156-26.3% |
| Participant deferral / active EE | $15,322 | $8,286+84.9% | $7,956+92.6% | $6,407+139.2% |
| Admin fee / account holder | $144,280 | $11,312+1175.5% | $11,381+1167.7% | $12,270+1075.9% |