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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 | $841,085 | $148,629+465.9% | $135,982+518.5% | $139,487+503.0% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 12.03% | 79.33%-67.3pp | 68.32%-56.3pp | 373.84%-361.8pp |
| Employer contribution / active EE | $15,311 | $5,247+191.8% | $4,859+215.1% | $4,755+222.0% |
| Participant deferral / active EE | $12,249 | $8,102+51.2% | $7,760+57.8% | $6,713+82.5% |
| Admin fee / account holder | $519,842 | $12,406+4090.1% | $10,767+4728.0% | $11,407+4457.1% |