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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 | $442,700 | $148,623+197.9% | $135,974+225.6% | $139,466+217.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 8.66% | 79.30%-70.6pp | 68.30%-59.6pp | 373.66%-365.0pp |
| Employer contribution / active EE | $40,500 | $5,246+672.0% | $4,859+733.5% | $4,754+751.9% |
| Participant deferral / active EE | $30,000 | $8,103+270.2% | $7,760+286.6% | $6,712+347.0% |
| Admin fee / account holder | $378 | $12,406-97.0% | $10,767-96.5% | $11,409-96.7% |