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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 | $317,800 | $95,188+233.9% | $76,518+315.3% | $135,380+134.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -8.42% | 4.85%-13.3pp | -0.27%-8.2pp | 519.81%-528.2pp |
| Employer contribution / active EE | $13,501 | $3,303+308.8% | $2,647+410.0% | $4,779+182.5% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $3,836-100.0% | $5,609-100.0% |
| Admin fee / account holder | $12,211 | $6,249+95.4% | $4,849+151.8% | $10,828+12.8% |