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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 | $618,950 | $138,102+348.2% | $125,381+393.7% | $134,532+360.1% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.5pp |
| Annual return | -8.05% | 750.73%-758.8pp | 572.31%-580.4pp | 418.27%-426.3pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,296 | $7,801-19.3% | $7,448-15.5% | $6,401-1.6% |
| Admin fee / account holder | $11,893 | $11,568+2.8% | $10,007+18.8% | $11,429+4.1% |