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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 | $595,088 | $154,228+285.9% | $145,433+309.2% | $137,256+333.6% |
| Participation rate | 84.6% | 83.8%+0.8pp | 82.1%+2.5pp | 80.0%+4.7pp |
| Annual return | 11.85% | 74.59%-62.7pp | 66.58%-54.7pp | 220.34%-208.5pp |
| Employer contribution / active EE | $5,120 | $4,804+6.6% | $4,554+12.4% | $4,156+23.2% |
| Participant deferral / active EE | $15,255 | $8,216+85.7% | $7,897+93.2% | $6,407+138.1% |
| Admin fee / account holder | $63,623 | $14,344+343.6% | $13,129+384.6% | $12,270+418.5% |