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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 | $154,228+879.2% | $145,433+938.5% | $137,256+1000.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | -75.00% | 74.59%-149.6pp | 66.58%-141.6pp | 220.34%-295.3pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $405,998 | $8,216+4841.3% | $7,897+5040.9% | $6,407+6237.0% |
| Admin fee / account holder | $4,041,511 | $14,344+28076.5% | $13,129+30683.1% | $12,270+32837.7% |