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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 | $507,309 | $167,362+203.1% | $143,799+252.8% | $134,532+277.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -4.37% | 0.47%-4.8pp | -0.04%-4.3pp | 418.27%-422.6pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $17,333 | $6,447+168.8% | $5,638+207.4% | $6,401+170.8% |
| Admin fee / account holder | $11,045 | $18,094-39.0% | $14,677-24.7% | $11,429-3.4% |