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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 | $364,464 | $167,362+117.8% | $143,799+153.5% | $134,532+170.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.64% | 0.47%-19.1pp | -0.04%-18.6pp | 418.27%-436.9pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $10,845 | $6,447+68.2% | $5,638+92.3% | $6,401+69.4% |
| Admin fee / account holder | $5,179 | $18,094-71.4% | $14,677-64.7% | $11,429-54.7% |