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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 | $689,554 | $114,119+504.2% | $107,187+543.3% | $138,895+396.5% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.0%+12.5pp | 79.9%+7.6pp |
| Annual return | 5.89% | 273.21%-267.3pp | 204.55%-198.7pp | 145.39%-139.5pp |
| Employer contribution / active EE | $18,163 | $4,059+347.5% | $3,782+380.2% | $4,194+333.0% |
| Participant deferral / active EE | $16,558 | $5,538+199.0% | $5,096+224.9% | $6,396+158.9% |
| Admin fee / account holder | $726 | $10,024-92.8% | $9,162-92.1% | $12,562-94.2% |