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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 | $660,091 | $154,228+328.0% | $145,433+353.9% | $137,256+380.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.68% | 74.59%-62.9pp | 66.58%-54.9pp | 220.34%-208.7pp |
| Employer contribution / active EE | $34,422 | $4,804+616.5% | $4,554+655.8% | $4,156+728.2% |
| Participant deferral / active EE | $20,222 | $8,216+146.1% | $7,897+156.1% | $6,407+215.6% |
| Admin fee / account holder | $286,363 | $14,344+1896.5% | $13,129+2081.1% | $12,270+2233.8% |