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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 | $474,586 | $82,674+474.0% | $125,363+278.6% | $68,495+592.9% |
| Participation rate | 80.9% | 75.0%+5.8pp | 82.4%-1.5pp | 67.9%+13.0pp |
| Annual return | -17.01% | -5.97%-11.0pp | 572.15%-589.2pp | -7.84%-9.2pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,658 | $6,111+58.0% | $7,447+29.7% | $4,028+139.8% |
| Admin fee / account holder | $43,237 | $6,276+588.9% | $10,005+332.1% | $5,403+700.2% |