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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 | $1,207,693 | $70,366+1616.3% | $66,674+1711.3% | $138,895+769.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | -20.14% | 386.41%-406.5pp | 321.24%-341.4pp | 145.39%-165.5pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $31,500 | $4,374+620.1% | $4,084+671.3% | $6,396+392.5% |
| Admin fee / account holder | $43,133 | $5,262+719.6% | $5,098+746.1% | $12,562+243.4% |