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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 | $281,329 | $142,361+97.6% | $119,608+135.2% | $134,509+109.2% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -13.62% | -12.46%-1.2pp | -14.98%+1.4pp | 418.13%-431.8pp |
| Employer contribution / active EE | $12,000 | $5,224+129.7% | $4,232+183.5% | $4,741+153.1% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,400-100.0% |
| Admin fee / account holder | $72,769 | $13,588+435.5% | $10,326+604.7% | $11,427+536.8% |