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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 | $107,666+526.0% | $102,184+559.5% | $154,746+335.5% |
| Participation rate | 75.0% | 83.7%-8.7pp | 82.6%-7.6pp | 80.7%-5.7pp |
| Annual return | 10.37% | 29.33%-19.0pp | 31.58%-21.2pp | 172.34%-162.0pp |
| Employer contribution / active EE | $3,063 | $3,846-20.4% | $3,594-14.8% | $4,379-30.1% |
| Participant deferral / active EE | $15,322 | $8,719+75.7% | $8,309+84.4% | $6,730+127.7% |
| Admin fee / account holder | $144,280 | $12,943+1014.7% | $11,609+1142.9% | $14,365+904.4% |