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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 | $162,136+236.5% | $152,301+258.2% | $154,746+252.6% |
| Participation rate | 88.9% | 84.1%+4.8pp | 82.4%+6.4pp | 80.7%+8.2pp |
| Annual return | 10.55% | 91.02%-80.5pp | 80.50%-70.0pp | 172.34%-161.8pp |
| Employer contribution / active EE | $2,046 | $4,890-58.2% | $4,624-55.8% | $4,379-53.3% |
| Participant deferral / active EE | $6,744 | $8,341-19.1% | $8,004-15.7% | $6,730+0.2% |
| Admin fee / account holder | $117,608 | $15,759+646.3% | $14,398+716.8% | $14,365+718.7% |