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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 | $666,161 | $167,352+298.1% | $143,788+363.3% | $134,509+395.3% |
| Participation rate | 70.0% | 84.8%-14.8pp | 80.3%-10.3pp | 81.2%-11.2pp |
| Annual return | -14.68% | 0.47%-15.1pp | -0.03%-14.6pp | 418.13%-432.8pp |
| Employer contribution / active EE | $8,289 | $5,620+47.5% | $4,952+67.4% | $4,741+74.9% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $319 | $18,091-98.2% | $14,675-97.8% | $11,427-97.2% |