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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 | $347,424 | $167,362+107.6% | $143,799+141.6% | $134,532+158.2% |
| Participation rate | 73.7% | 84.8%-11.1pp | 80.3%-6.6pp | 81.2%-7.5pp |
| Annual return | -15.24% | 0.47%-15.7pp | -0.04%-15.2pp | 418.27%-433.5pp |
| Employer contribution / active EE | $12,801 | $5,620+127.8% | $4,952+158.5% | $4,741+170.0% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $15,956 | $18,094-11.8% | $14,677+8.7% | $11,429+39.6% |