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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 | $307,369 | $167,353+83.7% | $143,797+113.8% | $134,545+128.5% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -13.42% | 0.48%-13.9pp | -0.04%-13.4pp | 418.37%-431.8pp |
| Employer contribution / active EE | $10,115 | $5,620+80.0% | $4,952+104.3% | $4,742+113.3% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $6,159 | $18,096-66.0% | $14,679-58.0% | $11,431-46.1% |