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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 | $742,482 | $146,267+407.6% | $197,124+276.7% | $82,448+800.5% |
| Participation rate | 93.3% | 84.0%+9.3pp | 86.7%+6.6pp | 68.1%+25.3pp |
| Annual return | 12.97% | 29.61%-16.6pp | 44.34%-31.4pp | 41.64%-28.7pp |
| Employer contribution / active EE | $20,647 | $4,723+337.1% | $6,227+231.6% | $2,551+709.4% |
| Participant deferral / active EE | $21,839 | $7,035+210.4% | $9,135+139.1% | $4,139+427.6% |
| Admin fee / account holder | $7,413 | $14,422-48.6% | $16,298-54.5% | $7,234+2.5% |