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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 | $367,367 | $167,362+119.5% | $143,799+155.5% | $134,532+173.1% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -9.53% | 0.47%-10.0pp | -0.04%-9.5pp | 418.27%-427.8pp |
| Employer contribution / active EE | $3,653 | $5,620-35.0% | $4,952-26.2% | $4,741-23.0% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $47,800 | $18,094+164.2% | $14,677+225.7% | $11,429+318.2% |