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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 | $392,590 | $211,946+85.2% | $169,452+131.7% | $135,379+190.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.53% | 3.26%-8.8pp | 1.83%-7.4pp | 519.79%-525.3pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $9,929 | $6,075+63.4% | $5,277+88.2% | $5,609+77.0% |
| Admin fee / account holder | $31,336 | $11,472+173.2% | $9,110+244.0% | $10,828+189.4% |