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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 | $346,391 | $72,177+379.9% | $115,038+201.1% | $59,633+480.9% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -1.08% | 12.02%-13.1pp | 26.14%-27.2pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $17,698 | $2,841+522.9% | $4,608+284.1% | $2,203+703.5% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $992 | $4,927-79.9% | $8,175-87.9% | $4,297-76.9% |