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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 | $387,153 | $142,392+171.9% | $119,622+223.6% | $134,532+187.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -7.66% | -12.46%+4.8pp | -14.98%+7.3pp | 418.27%-425.9pp |
| Employer contribution / active EE | $29,722 | $5,224+469.0% | $4,232+602.3% | $4,741+526.9% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,809 | $13,593-72.0% | $10,328-63.1% | $11,429-66.7% |