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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 | $554,433 | $142,392+289.4% | $119,622+363.5% | $134,532+312.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -6.73% | -12.46%+5.7pp | -14.98%+8.3pp | 418.27%-425.0pp |
| Employer contribution / active EE | $33,204 | $5,224+535.6% | $4,232+684.6% | $4,741+600.4% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,495 | $13,593-89.0% | $10,328-85.5% | $11,429-86.9% |