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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 | $333,685 | $110,083+203.1% | $151,639+120.1% | $68,486+387.2% |
| Participation rate | 82.1% | 84.0%-1.8pp | 87.5%-5.3pp | 67.9%+14.2pp |
| Annual return | -18.00% | -10.12%-7.9pp | 3.34%-21.3pp | -7.85%-10.1pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $10,498 | $6,526+60.9% | $8,363+25.5% | $4,028+160.7% |
| Admin fee / account holder | $39,622 | $7,718+413.4% | $11,613+241.2% | $5,404+633.2% |