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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 | $313,499 | $167,353+87.3% | $143,797+118.0% | $134,545+133.0% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.5pp |
| Annual return | -11.45% | 0.48%-11.9pp | -0.04%-11.4pp | 418.37%-429.8pp |
| Employer contribution / active EE | $20,000 | $5,620+255.8% | $4,952+303.9% | $4,742+321.8% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $7,724 | $18,096-57.3% | $14,679-47.4% | $11,431-32.4% |