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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 | $365,615 | $86,701+321.7% | $73,309+398.7% | $125,389+191.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -3.01% | 2.78%-5.8pp | 5.67%-8.7pp | 282.24%-285.2pp |
| Employer contribution / active EE | $13,848 | $4,152+233.5% | $3,237+327.8% | $4,866+184.6% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,991-100.0% | $5,352-100.0% |
| Admin fee / account holder | $429 | $7,768-94.5% | $5,635-92.4% | $9,541-95.5% |