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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 | $736,533 | $112,131+556.8% | $95,964+667.5% | $158,982+363.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | -51.59% | 171.19%-222.8pp | 91.64%-143.2pp | 302.99%-354.6pp |
| Employer contribution / active EE | $71,244 | $3,199+2127.0% | $2,541+2703.4% | $4,763+1395.8% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $46,828 | $10,136+362.0% | $6,797+588.9% | $11,252+316.2% |