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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 | $483,425 | $107,733+348.7% | $92,985+419.9% | $154,746+212.4% |
| Participation rate | 91.7% | 74.6%+17.1pp | 69.5%+22.2pp | 80.7%+11.0pp |
| Annual return | 6.46% | 30.39%-23.9pp | 27.99%-21.5pp | 172.34%-165.9pp |
| Employer contribution / active EE | $20,000 | $3,126+539.7% | $2,662+651.3% | $4,379+356.7% |
| Participant deferral / active EE | $5,037 | $5,053-0.3% | $4,377+15.1% | $6,730-25.2% |
| Admin fee / account holder | $80,838 | $11,369+611.0% | $9,463+754.2% | $14,365+462.7% |