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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 | $332,128 | $113,941+191.5% | $94,229+252.5% | $125,389+164.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -0.30% | 5.29%-5.6pp | 10.68%-11.0pp | 282.24%-282.5pp |
| Employer contribution / active EE | $15,930 | $4,727+237.0% | $3,587+344.1% | $4,866+227.4% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $26,226 | $8,392+212.5% | $6,269+318.3% | $9,541+174.9% |