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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 | $277,407 | $167,362+65.8% | $143,799+92.9% | $134,532+106.2% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -15.12% | 0.47%-15.6pp | -0.04%-15.1pp | 418.27%-433.4pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,717 | $6,447-57.9% | $5,638-51.8% | $6,401-57.6% |
| Admin fee / account holder | $48,100 | $18,094+165.8% | $14,677+227.7% | $11,429+320.9% |