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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 | $300,944 | $54,357+453.6% | $82,706+263.9% | $68,495+339.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -11.77% | -13.67%+1.9pp | 701.76%-713.5pp | -7.84%-3.9pp |
| Employer contribution / active EE | $9,894 | $2,218+346.0% | $3,007+229.0% | $2,596+281.1% |
| Participant deferral / active EE | $10,517 | $3,246+224.0% | $4,394+139.4% | $4,028+161.1% |
| Admin fee / account holder | $1,318 | $4,396-70.0% | $5,329-75.3% | $5,403-75.6% |