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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 | $260,674 | $69,541+274.9% | $59,899+335.2% | $135,380+92.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -7.74% | 7.95%-15.7pp | 3.46%-11.2pp | 519.81%-527.5pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,723-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,479 | $4,206-41.1% | $3,402-27.1% | $5,609-55.8% |
| Admin fee / account holder | $2,521 | $5,737-56.1% | $3,592-29.8% | $10,828-76.7% |