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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 | $259,827 | $87,546+196.8% | $75,784+242.8% | $125,389+107.2% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -0.61% | 13.49%-14.1pp | 9.68%-10.3pp | 282.24%-282.9pp |
| Employer contribution / active EE | $18,871 | $3,930+380.2% | $3,323+467.8% | $4,866+287.8% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $10,108 | $6,503+55.4% | $5,300+90.7% | $9,541+5.9% |