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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 | $567,679 | $167,362+239.2% | $143,799+294.8% | $134,532+322.0% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -13.25% | 0.47%-13.7pp | -0.04%-13.2pp | 418.27%-431.5pp |
| Employer contribution / active EE | $19,030 | $5,620+238.6% | $4,952+284.3% | $4,741+301.4% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,843 | $18,094-89.8% | $14,677-87.4% | $11,429-83.9% |