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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 | $666,014 | $160,070+316.1% | $147,117+352.7% | $145,897+356.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.24% | 98.69%-89.4pp | 420.54%-411.3pp | 552.29%-543.0pp |
| Employer contribution / active EE | $18,426 | $5,285+248.7% | $4,932+273.6% | $4,663+295.2% |
| Participant deferral / active EE | $10,067 | $8,419+19.6% | $8,065+24.8% | $6,689+50.5% |
| Admin fee / account holder | $30,207 | $15,035+100.9% | $12,993+132.5% | $13,390+125.6% |