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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 | $273,376 | $142,409+92.0% | $119,634+128.5% | $134,545+103.2% |
| Participation rate | 81.8% | 82.8%-1.0pp | 79.3%+2.6pp | 81.2%+0.6pp |
| Annual return | -10.03% | -12.46%+2.4pp | -14.98%+5.0pp | 418.37%-428.4pp |
| Employer contribution / active EE | $19,364 | $5,224+270.6% | $4,232+357.5% | $4,742+308.4% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,114 | $13,594-77.1% | $10,329-69.9% | $11,431-72.8% |