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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 | $582,622 | $197,819+194.5% | $155,789+274.0% | $125,389+364.7% |
| Participation rate | 81.8% | 82.1%-0.3pp | 76.1%+5.7pp | 83.2%-1.4pp |
| Annual return | -1.30% | 86.73%-88.0pp | 71.54%-72.8pp | 282.24%-283.5pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,585 | $5,631-54.1% | $4,798-46.1% | $5,352-51.7% |
| Admin fee / account holder | $42,782 | $9,544+348.3% | $7,477+472.2% | $9,541+348.4% |