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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 | $461,258 | $156,398+194.9% | $147,318+213.1% | $138,895+232.1% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 8.53% | 78.75%-70.2pp | 70.43%-61.9pp | 145.39%-136.9pp |
| Employer contribution / active EE | $5,021 | $4,853+3.4% | $4,593+9.3% | $4,194+19.7% |
| Participant deferral / active EE | $17,438 | $8,237+111.7% | $7,906+120.6% | $6,396+172.6% |
| Admin fee / account holder | $103,581 | $14,976+591.7% | $13,708+655.6% | $12,562+724.5% |