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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 | $427,963 | $82,674+417.7% | $125,363+241.4% | $68,495+524.8% |
| Participation rate | 82.8% | 75.0%+7.7pp | 82.4%+0.4pp | 67.9%+14.9pp |
| Annual return | -15.46% | -5.97%-9.5pp | 572.15%-587.6pp | -7.84%-7.6pp |
| Employer contribution / active EE | $17,278 | $3,382+410.9% | $4,815+258.9% | $2,596+565.5% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,447-100.0% | $4,028-100.0% |
| Admin fee / account holder | $19,051 | $6,276+203.5% | $10,005+90.4% | $5,403+252.6% |