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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 | $418,328 | $142,409+193.8% | $119,634+249.7% | $134,545+210.9% |
| Participation rate | 71.4% | 82.8%-11.4pp | 79.3%-7.8pp | 81.2%-9.8pp |
| Annual return | -5.07% | -12.46%+7.4pp | -14.98%+9.9pp | 418.37%-423.4pp |
| Employer contribution / active EE | $2,822 | $5,224-46.0% | $4,232-33.3% | $4,742-40.5% |
| Participant deferral / active EE | $7,440 | $6,468+15.0% | $5,601+32.8% | $6,401+16.2% |
| Admin fee / account holder | $1,958 | $13,594-85.6% | $10,329-81.0% | $11,431-82.9% |