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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 | $262,996 | $142,409+84.7% | $119,634+119.8% | $134,545+95.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -9.97% | -12.46%+2.5pp | -14.98%+5.0pp | 418.37%-428.3pp |
| Employer contribution / active EE | $1,424 | $5,224-72.7% | $4,232-66.4% | $4,742-70.0% |
| Participant deferral / active EE | $17,244 | $6,468+166.6% | $5,601+207.9% | $6,401+169.4% |
| Admin fee / account holder | $4,751 | $13,594-65.1% | $10,329-54.0% | $11,431-58.4% |