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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 | $355,567 | $95,917+270.7% | $79,583+346.8% | $134,545+164.3% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -15.79% | -2.70%-13.1pp | 0.16%-16.0pp | 418.37%-434.2pp |
| Employer contribution / active EE | $1,545 | $3,129-50.6% | $2,414-36.0% | $4,742-67.4% |
| Participant deferral / active EE | $7,987 | $4,694+70.2% | $3,986+100.4% | $6,401+24.8% |
| Admin fee / account holder | $24,085 | $9,132+163.7% | $6,835+252.4% | $11,431+110.7% |