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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 | $299,454 | $100,811+197.0% | $86,698+245.4% | $134,545+122.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -7.59% | 29.11%-36.7pp | 35.96%-43.5pp | 418.37%-426.0pp |
| Employer contribution / active EE | $5,644 | $3,490+61.7% | $2,837+99.0% | $4,742+19.0% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $14,934 | $10,926+36.7% | $7,492+99.3% | $11,431+30.6% |