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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 | $1,510,270 | $196,972+666.7% | $182,262+728.6% | $198,609+660.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | -75.00% | 158.27%-233.3pp | 140.60%-215.6pp | 202.70%-277.7pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $405,998 | $8,643+4597.6% | $8,276+4805.4% | $6,977+5719.3% |
| Admin fee / account holder | $4,041,511 | $18,429+21830.7% | $16,712+24083.4% | $19,030+21137.3% |