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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 | $155,555+275.1% | $146,866+297.3% | $155,188+276.0% |
| Participation rate | 86.4% | 84.0%+2.4pp | 82.5%+3.9pp | 80.8%+5.6pp |
| Annual return | 7.57% | 115.41%-107.8pp | 102.85%-95.3pp | 148.84%-141.3pp |
| Employer contribution / active EE | $13,773 | $4,647+196.4% | $4,425+211.3% | $4,248+224.2% |
| Participant deferral / active EE | $0 | $8,044-100.0% | $7,759-100.0% | $6,531-100.0% |
| Admin fee / account holder | $4,081 | $14,755-72.3% | $13,620-70.0% | $14,480-71.8% |