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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 | $250,059 | $82,314+203.8% | $68,808+263.4% | $134,532+85.9% |
| Participation rate | 93.3% | 75.1%+18.3pp | 69.0%+24.3pp | 81.2%+12.1pp |
| Annual return | -19.22% | -2.18%-17.0pp | -6.37%-12.8pp | 418.27%-437.5pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,656-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,892 | $4,740+24.3% | $3,942+49.5% | $6,401-7.9% |
| Admin fee / account holder | $17,371 | $6,484+167.9% | $4,936+251.9% | $11,429+52.0% |