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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 | $338,520 | $85,790+294.6% | $67,313+402.9% | $135,382+150.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -2.19% | -0.54%-1.7pp | -4.08%+1.9pp | 519.77%-522.0pp |
| Employer contribution / active EE | $7,458 | $3,487+113.9% | $2,566+190.7% | $4,779+56.1% |
| Participant deferral / active EE | $4,206 | $4,651-9.6% | $3,568+17.9% | $5,609-25.0% |
| Admin fee / account holder | $322,340 | $6,392+4942.6% | $4,507+7052.4% | $10,829+2876.8% |