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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 | $279,174 | $95,895+191.1% | $79,576+250.8% | $134,509+107.5% |
| Participation rate | 95.5% | 75.0%+20.4pp | 69.5%+26.0pp | 81.2%+14.2pp |
| Annual return | -13.62% | -2.72%-10.9pp | 0.15%-13.8pp | 418.13%-431.8pp |
| Employer contribution / active EE | $19,318 | $3,128+517.5% | $2,413+700.5% | $4,741+307.5% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,400-100.0% |
| Admin fee / account holder | $39,073 | $9,129+328.0% | $6,834+471.7% | $11,427+241.9% |