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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 | $266,378 | $92,219+188.9% | $76,768+247.0% | $135,379+96.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -2.88% | 5.46%-8.3pp | 2.43%-5.3pp | 519.79%-522.7pp |
| Employer contribution / active EE | $11,429 | $3,216+255.4% | $2,485+359.9% | $4,779+139.1% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $13,387 | $10,749+24.5% | $6,675+100.6% | $10,828+23.6% |