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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 | $410,349 | $100,811+307.0% | $86,698+373.3% | $134,545+205.0% |
| Participation rate | 80.0% | 79.0%+1.0pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -13.67% | 29.11%-42.8pp | 35.96%-49.6pp | 418.37%-432.0pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,485 | $5,339-53.5% | $4,656-46.6% | $6,401-61.2% |
| Admin fee / account holder | $11,279 | $10,926+3.2% | $7,492+50.6% | $11,431-1.3% |