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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 | $255,001 | $142,409+79.1% | $119,634+113.2% | $134,545+89.5% |
| Participation rate | 76.9% | 82.8%-5.9pp | 79.3%-2.3pp | 81.2%-4.3pp |
| Annual return | -9.88% | -12.46%+2.6pp | -14.98%+5.1pp | 418.37%-428.2pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $5,549 | $6,468-14.2% | $5,601-0.9% | $6,401-13.3% |
| Admin fee / account holder | $1,373 | $13,594-89.9% | $10,329-86.7% | $11,431-88.0% |