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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 | $518,173 | $95,895+440.4% | $79,576+551.2% | $134,509+285.2% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -16.61% | -2.72%-13.9pp | 0.15%-16.8pp | 418.13%-434.7pp |
| Employer contribution / active EE | $6,250 | $3,128+99.8% | $2,413+159.0% | $4,741+31.8% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,400-100.0% |
| Admin fee / account holder | $19,830 | $9,129+117.2% | $6,834+190.2% | $11,427+73.5% |