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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 | $278,303 | $56,200+395.2% | $67,653+311.4% | $59,633+366.7% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -0.72% | 18506.71%-18507.4pp | 6625.22%-6625.9pp | 2041.40%-2042.1pp |
| Employer contribution / active EE | $8,540 | $1,615+428.9% | $2,266+276.9% | $2,203+287.7% |
| Participant deferral / active EE | $0 | $2,843-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,207 | $3,959-69.5% | $4,821-75.0% | $4,297-71.9% |