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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 | $788,122 | $176,105+347.5% | $159,474+394.2% | $167,536+370.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.12% | 331.91%-323.8pp | 263.68%-255.6pp | 478.82%-470.7pp |
| Employer contribution / active EE | $27,152 | $5,299+412.4% | $4,831+462.1% | $4,839+461.1% |
| Participant deferral / active EE | $17,333 | $7,751+123.6% | $7,353+135.7% | $6,342+173.3% |
| Admin fee / account holder | $33,992 | $12,559+170.7% | $10,802+214.7% | $12,315+176.0% |