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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 | $562,645 | $197,603+184.7% | $177,827+216.4% | $158,950+254.0% |
| Participation rate | 94.7% | 88.5%+6.2pp | 87.7%+7.0pp | 82.0%+12.8pp |
| Annual return | 5.65% | 58.76%-53.1pp | 48.32%-42.7pp | 302.91%-297.3pp |
| Employer contribution / active EE | $5,176 | $6,698-22.7% | $5,918-12.5% | $4,762+8.7% |
| Participant deferral / active EE | $0 | $8,404-100.0% | $7,713-100.0% | $5,983-100.0% |
| Admin fee / account holder | $24,538 | $15,402+59.3% | $12,429+97.4% | $11,248+118.1% |