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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 | $416,946 | $99,032+321.0% | $80,022+421.0% | $135,380+208.0% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -6.12% | 15.39%-21.5pp | 11.22%-17.3pp | 519.81%-525.9pp |
| Employer contribution / active EE | $14,812 | $3,043+386.7% | $2,468+500.1% | $4,779+209.9% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,686-100.0% | $5,609-100.0% |
| Admin fee / account holder | $450 | $10,436-95.7% | $6,521-93.1% | $10,828-95.8% |