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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 | $322,298 | $82,314+291.5% | $68,808+368.4% | $134,532+139.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -16.20% | -2.18%-14.0pp | -6.37%-9.8pp | 418.27%-434.5pp |
| Employer contribution / active EE | $13,954 | $3,301+322.7% | $2,656+425.4% | $4,741+194.3% |
| Participant deferral / active EE | $0 | $4,740-100.0% | $3,942-100.0% | $6,401-100.0% |
| Admin fee / account holder | $8,795 | $6,484+35.6% | $4,936+78.2% | $11,429-23.0% |