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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 | $504,181 | $162,136+211.0% | $152,301+231.0% | $154,746+225.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 11.03% | 91.02%-80.0pp | 80.50%-69.5pp | 172.34%-161.3pp |
| Employer contribution / active EE | $80,848 | $4,890+1553.2% | $4,624+1648.3% | $4,379+1746.2% |
| Participant deferral / active EE | $46,444 | $8,341+456.8% | $8,004+480.3% | $6,730+590.1% |
| Admin fee / account holder | $21,009 | $15,759+33.3% | $14,398+45.9% | $14,365+46.3% |