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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 | $335,701 | $142,409+135.7% | $119,634+180.6% | $134,545+149.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -8.12% | -12.46%+4.3pp | -14.98%+6.9pp | 418.37%-426.5pp |
| Employer contribution / active EE | $12,500 | $5,224+139.3% | $4,232+195.3% | $4,742+163.6% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,622 | $13,594-73.4% | $10,329-64.9% | $11,431-68.3% |