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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 | $325,591 | $85,790+279.5% | $67,313+383.7% | $135,380+140.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -2.76% | -0.54%-2.2pp | -4.08%+1.3pp | 519.81%-522.6pp |
| Employer contribution / active EE | $8,333 | $3,487+139.0% | $2,566+224.8% | $4,779+74.4% |
| Participant deferral / active EE | $0 | $4,651-100.0% | $3,568-100.0% | $5,609-100.0% |
| Admin fee / account holder | $49,635 | $6,392+676.5% | $4,507+1001.3% | $10,828+358.4% |