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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 | $818,057 | $148,629+450.4% | $135,982+501.6% | $139,487+486.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.18% | 79.33%-68.2pp | 68.32%-57.1pp | 373.84%-362.7pp |
| Employer contribution / active EE | $43,500 | $5,247+729.1% | $4,859+795.2% | $4,755+814.9% |
| Participant deferral / active EE | $30,000 | $8,102+270.3% | $7,760+286.6% | $6,713+346.9% |
| Admin fee / account holder | $1,150,083 | $12,406+9170.1% | $10,767+10581.3% | $11,407+9982.0% |