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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 | $375,798 | $142,392+163.9% | $119,622+214.2% | $134,532+179.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.52% | -12.46%-2.1pp | -14.98%+0.5pp | 418.27%-432.8pp |
| Employer contribution / active EE | $12,000 | $5,224+129.7% | $4,232+183.5% | $4,741+153.1% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,000 | $13,593-85.3% | $10,328-80.6% | $11,429-82.5% |