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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 | $1,158,899 | $102,595+1029.6% | $94,057+1132.1% | $154,746+648.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 4.04% | 583.42%-579.4pp | 480.62%-476.6pp | 172.34%-168.3pp |
| Employer contribution / active EE | $38,984 | $3,147+1138.7% | $2,933+1229.1% | $4,379+790.2% |
| Participant deferral / active EE | $8,884 | $5,118+73.6% | $4,709+88.6% | $6,730+32.0% |
| Admin fee / account holder | $23,162 | $7,736+199.4% | $7,244+219.7% | $14,365+61.2% |