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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 | $699,207 | $154,228+353.4% | $145,433+380.8% | $137,256+409.4% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 6.27% | 74.59%-68.3pp | 66.58%-60.3pp | 220.34%-214.1pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $10,987 | $8,216+33.7% | $7,897+39.1% | $6,407+71.5% |
| Admin fee / account holder | $10,576 | $14,344-26.3% | $13,129-19.4% | $12,270-13.8% |