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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 | $315,902 | $107,809+193.0% | $90,657+248.5% | $135,380+133.3% |
| Participation rate | 85.7% | 78.0%+7.7pp | 74.0%+11.7pp | 82.6%+3.1pp |
| Annual return | -1.97% | -0.90%-1.1pp | 1.89%-3.9pp | 519.81%-521.8pp |
| Employer contribution / active EE | $2,857 | $3,018-5.3% | $2,532+12.9% | $4,779-40.2% |
| Participant deferral / active EE | $0 | $3,872-100.0% | $3,424-100.0% | $5,609-100.0% |
| Admin fee / account holder | $19,563 | $5,931+229.9% | $4,994+291.7% | $10,828+80.7% |