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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 | $297,785 | $142,409+109.1% | $119,634+148.9% | $134,545+121.3% |
| Participation rate | 71.4% | 82.8%-11.4pp | 79.3%-7.8pp | 81.2%-9.8pp |
| Annual return | -18.85% | -12.46%-6.4pp | -14.98%-3.9pp | 418.37%-437.2pp |
| Employer contribution / active EE | $16,376 | $5,224+213.5% | $4,232+286.9% | $4,742+245.4% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $12,427 | $13,594-8.6% | $10,329+20.3% | $11,431+8.7% |