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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 | $377,762 | $127,386+196.5% | $115,037+228.4% | $125,393+201.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.93% | 31.28%-33.2pp | 26.14%-28.1pp | 282.23%-284.2pp |
| Employer contribution / active EE | $11,004 | $5,166+113.0% | $4,608+138.8% | $4,866+126.1% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,351-100.0% |
| Admin fee / account holder | $4,024 | $9,516-57.7% | $8,175-50.8% | $9,541-57.8% |