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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 | $399,320 | $167,353+138.6% | $143,797+177.7% | $134,545+196.8% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -19.45% | 0.48%-19.9pp | -0.04%-19.4pp | 418.37%-437.8pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $10,935 | $6,447+69.6% | $5,638+93.9% | $6,401+70.8% |
| Admin fee / account holder | $10,780 | $18,096-40.4% | $14,679-26.6% | $11,431-5.7% |