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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 | $391,901 | $156,398+150.6% | $147,318+166.0% | $138,895+182.2% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 10.23% | 78.75%-68.5pp | 70.43%-60.2pp | 145.39%-135.2pp |
| Employer contribution / active EE | $11,019 | $4,853+127.0% | $4,593+139.9% | $4,194+162.7% |
| Participant deferral / active EE | $7,087 | $8,237-14.0% | $7,906-10.4% | $6,396+10.8% |
| Admin fee / account holder | $94,036 | $14,976+527.9% | $13,708+586.0% | $12,562+648.6% |