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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 | $428,602 | $92,219+364.8% | $76,768+458.3% | $135,379+216.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -6.30% | 5.46%-11.8pp | 2.43%-8.7pp | 519.79%-526.1pp |
| Employer contribution / active EE | $4,000 | $3,216+24.4% | $2,485+61.0% | $4,779-16.3% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $16,883 | $10,749+57.1% | $6,675+152.9% | $10,828+55.9% |