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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 | $812,229 | $223,823+262.9% | $211,142+284.7% | $154,746+424.9% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 10.35% | 50.39%-40.0pp | 46.84%-36.5pp | 172.34%-162.0pp |
| Employer contribution / active EE | $18,911 | $6,787+178.6% | $6,442+193.5% | $4,379+331.8% |
| Participant deferral / active EE | $16,315 | $9,750+67.3% | $9,284+75.7% | $6,730+142.4% |
| Admin fee / account holder | $365,135 | $19,707+1752.8% | $19,076+1814.1% | $14,365+2441.8% |