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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 | $162,136+331.2% | $152,301+359.1% | $154,746+351.8% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 6.27% | 91.02%-84.7pp | 80.50%-74.2pp | 172.34%-166.1pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $10,987 | $8,341+31.7% | $8,004+37.3% | $6,730+63.2% |
| Admin fee / account holder | $10,576 | $15,759-32.9% | $14,398-26.5% | $14,365-26.4% |