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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 | $370,665 | $105,861+250.1% | $90,756+308.4% | $134,509+175.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -18.19% | -10.99%-7.2pp | -12.16%-6.0pp | 418.13%-436.3pp |
| Employer contribution / active EE | $15,027 | $3,463+333.9% | $2,922+414.3% | $4,741+217.0% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,400-100.0% |
| Admin fee / account holder | $32,733 | $13,938+134.8% | $8,445+287.6% | $11,427+186.5% |