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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $280,529 | $82,678+239.3% | $125,391+123.7% | $68,490+309.6% |
| Participation rate | 74.4% | 75.1%-0.7pp | 82.4%-8.0pp | 67.9%+6.5pp |
| Annual return | -9.04% | -5.97%-3.1pp | 572.41%-581.5pp | -7.85%-1.2pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $12,551 | $6,111+105.4% | $7,448+68.5% | $4,028+211.6% |
| Admin fee / account holder | $45,980 | $6,277+632.5% | $10,009+359.4% | $5,403+751.0% |