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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 | $265,919 | $100,805+163.8% | $86,698+206.7% | $134,532+97.7% |
| Participation rate | 73.7% | 79.0%-5.3pp | 76.6%-2.9pp | 81.2%-7.5pp |
| Annual return | -11.66% | 29.09%-40.7pp | 35.95%-47.6pp | 418.27%-429.9pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,752 | $5,339-11.0% | $4,656+2.1% | $6,401-25.8% |
| Admin fee / account holder | $7,804 | $10,925-28.6% | $7,493+4.2% | $11,429-31.7% |