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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 | $602,456 | $115,225+422.9% | $100,712+498.2% | $138,895+333.7% |
| Participation rate | 80.0% | 74.3%+5.7pp | 69.3%+10.7pp | 79.9%+0.1pp |
| Annual return | 6.65% | 40.35%-33.7pp | 33.27%-26.6pp | 145.39%-138.7pp |
| Employer contribution / active EE | $2,382 | $2,771-14.0% | $2,313+3.0% | $4,194-43.2% |
| Participant deferral / active EE | $9,135 | $4,699+94.4% | $4,085+123.6% | $6,396+42.8% |
| Admin fee / account holder | $152,855 | $10,844+1309.6% | $9,256+1551.4% | $12,562+1116.8% |