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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 | $313,053 | $152,591+105.2% | $117,529+166.4% | $134,545+132.7% |
| Participation rate | 71.4% | 77.1%-5.7pp | 70.6%+0.8pp | 81.2%-9.8pp |
| Annual return | -17.27% | 53.04%-70.3pp | 29.77%-47.0pp | 418.37%-435.6pp |
| Employer contribution / active EE | $976 | $5,576-82.5% | $4,179-76.7% | $4,742-79.4% |
| Participant deferral / active EE | $12,837 | $4,821+166.3% | $4,072+215.2% | $6,401+100.5% |
| Admin fee / account holder | $7,863 | $7,004+12.3% | $5,645+39.3% | $11,431-31.2% |