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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 | $446,002 | $87,016+412.6% | $63,244+605.2% | $125,388+255.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | 0.49% | 21.71%-21.2pp | -70.31%+70.8pp | 282.24%-281.8pp |
| Employer contribution / active EE | $10,785 | $3,601+199.5% | $2,322+364.5% | $4,866+121.6% |
| Participant deferral / active EE | $0 | $3,939-100.0% | $2,953-100.0% | $5,352-100.0% |
| Admin fee / account holder | $7,062 | $11,954-40.9% | $5,893+19.8% | $9,541-26.0% |