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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 | $286,344 | $82,288+248.0% | $68,794+316.2% | $134,509+112.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -6.51% | -2.19%-4.3pp | -6.37%-0.1pp | 418.13%-424.6pp |
| Employer contribution / active EE | $13,024 | $3,301+294.6% | $2,656+390.5% | $4,741+174.7% |
| Participant deferral / active EE | $0 | $4,738-100.0% | $3,941-100.0% | $6,400-100.0% |
| Admin fee / account holder | $18,214 | $6,482+181.0% | $4,934+269.1% | $11,427+59.4% |