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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 | $599,995 | $167,353+258.5% | $143,797+317.3% | $134,545+345.9% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -10.12% | 0.48%-10.6pp | -0.04%-10.1pp | 418.37%-428.5pp |
| Employer contribution / active EE | $3,482 | $5,620-38.0% | $4,952-29.7% | $4,742-26.6% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $11,181 | $18,096-38.2% | $14,679-23.8% | $11,431-2.2% |