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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 | $705,701 | $167,362+321.7% | $143,799+390.8% | $134,532+424.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.38% | 0.47%-8.9pp | -0.04%-8.3pp | 418.27%-426.7pp |
| Employer contribution / active EE | $3,859 | $5,620-31.3% | $4,952-22.1% | $4,741-18.6% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $12,983 | $18,094-28.2% | $14,677-11.5% | $11,429+13.6% |