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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 | $583,560 | $156,398+273.1% | $147,318+296.1% | $138,895+320.1% |
| Participation rate | 86.4% | 83.8%+2.6pp | 82.1%+4.3pp | 79.9%+6.4pp |
| Annual return | 7.57% | 78.75%-71.2pp | 70.43%-62.9pp | 145.39%-137.8pp |
| Employer contribution / active EE | $13,773 | $4,853+183.8% | $4,593+199.9% | $4,194+228.4% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $4,081 | $14,976-72.8% | $13,708-70.2% | $12,562-67.5% |