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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 | $462,616 | $105,866+337.0% | $90,766+409.7% | $134,545+243.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -5.74% | -10.99%+5.3pp | -12.16%+6.4pp | 418.37%-424.1pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $7,500 | $5,217+43.8% | $4,565+64.3% | $6,401+17.2% |
| Admin fee / account holder | $38,176 | $13,938+173.9% | $8,446+352.0% | $11,431+234.0% |