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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 | $545,617 | $154,228+253.8% | $145,433+275.2% | $137,256+297.5% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 10.55% | 74.59%-64.0pp | 66.58%-56.0pp | 220.34%-209.8pp |
| Employer contribution / active EE | $2,046 | $4,804-57.4% | $4,554-55.1% | $4,156-50.8% |
| Participant deferral / active EE | $6,744 | $8,216-17.9% | $7,897-14.6% | $6,407+5.3% |
| Admin fee / account holder | $117,608 | $14,344+719.9% | $13,129+795.8% | $12,270+858.5% |