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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 | $269,065 | $127,100+111.7% | $105,738+154.5% | $135,379+98.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -2.77% | 4.49%-7.3pp | 6.27%-9.0pp | 519.79%-522.6pp |
| Employer contribution / active EE | $8,250 | $4,107+100.9% | $3,268+152.4% | $4,779+72.6% |
| Participant deferral / active EE | $0 | $5,064-100.0% | $4,080-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,194 | $9,087-75.9% | $6,913-68.3% | $10,828-79.7% |