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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 | $584,465 | $105,866+452.1% | $90,766+543.9% | $134,545+334.4% |
| Participation rate | 75.0% | 78.3%-3.3pp | 75.7%-0.7pp | 81.2%-6.2pp |
| Annual return | -13.16% | -10.99%-2.2pp | -12.16%-1.0pp | 418.37%-431.5pp |
| Employer contribution / active EE | $2,723 | $3,464-21.4% | $2,922-6.8% | $4,742-42.6% |
| Participant deferral / active EE | $12,107 | $5,217+132.1% | $4,565+165.2% | $6,401+89.1% |
| Admin fee / account holder | $124,441 | $13,938+792.8% | $8,446+1373.4% | $11,431+988.7% |