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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 | $848,979 | $154,228+450.5% | $145,433+483.8% | $137,256+518.5% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 9.84% | 74.59%-64.7pp | 66.58%-56.7pp | 220.34%-210.5pp |
| Employer contribution / active EE | $13,028 | $4,804+171.2% | $4,554+186.1% | $4,156+213.5% |
| Participant deferral / active EE | $17,002 | $8,216+106.9% | $7,897+115.3% | $6,407+165.4% |
| Admin fee / account holder | $421,802 | $14,344+2840.7% | $13,129+3112.8% | $12,270+3337.6% |