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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 | $156,398+347.1% | $147,318+374.6% | $138,895+403.4% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.1%+3.6pp | 79.9%+5.8pp |
| Annual return | 6.27% | 78.75%-72.5pp | 70.43%-64.2pp | 145.39%-139.1pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $10,987 | $8,237+33.4% | $7,906+39.0% | $6,396+71.8% |
| Admin fee / account holder | $10,576 | $14,976-29.4% | $13,708-22.8% | $12,562-15.8% |