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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 | $365,550 | $107,809+239.1% | $90,657+303.2% | $135,379+170.0% |
| Participation rate | 71.4% | 78.0%-6.6pp | 74.0%-2.6pp | 82.6%-11.2pp |
| Annual return | -6.36% | -0.90%-5.5pp | 1.89%-8.2pp | 519.79%-526.1pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $12,374 | $3,872+219.6% | $3,424+261.4% | $5,609+120.6% |
| Admin fee / account holder | $6,293 | $5,931+6.1% | $4,994+26.0% | $10,828-41.9% |