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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 | $880,188 | $162,136+442.9% | $152,301+477.9% | $154,746+468.8% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 10.37% | 91.02%-80.7pp | 80.50%-70.1pp | 172.34%-162.0pp |
| Employer contribution / active EE | $6,608 | $4,890+35.1% | $4,624+42.9% | $4,379+50.9% |
| Participant deferral / active EE | $10,478 | $8,341+25.6% | $8,004+30.9% | $6,730+55.7% |
| Admin fee / account holder | $55,581 | $15,759+252.7% | $14,398+286.0% | $14,365+286.9% |