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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 | $903,361 | $100,970+794.7% | $96,576+835.4% | $137,256+558.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 10.03% | 38.16%-28.1pp | 38.47%-28.4pp | 220.34%-210.3pp |
| Employer contribution / active EE | $30,408 | $3,809+698.3% | $3,553+755.8% | $4,156+631.7% |
| Participant deferral / active EE | $13,258 | $8,286+60.0% | $7,956+66.6% | $6,407+106.9% |
| Admin fee / account holder | $11,082 | $11,312-2.0% | $11,381-2.6% | $12,270-9.7% |