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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 | $156,398+462.8% | $147,318+497.5% | $138,895+533.7% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.1%+3.6pp | 79.9%+5.8pp |
| Annual return | 10.37% | 78.75%-68.4pp | 70.43%-60.1pp | 145.39%-135.0pp |
| Employer contribution / active EE | $6,608 | $4,853+36.1% | $4,593+43.9% | $4,194+57.5% |
| Participant deferral / active EE | $10,478 | $8,237+27.2% | $7,906+32.5% | $6,396+63.8% |
| Admin fee / account holder | $55,581 | $14,976+271.1% | $13,708+305.5% | $12,562+342.4% |