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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 | $325,985 | $42,917+659.6% | $60,899+435.3% | $68,495+375.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -11.74% | -13.99%+2.3pp | 16.92%-28.7pp | -7.84%-3.9pp |
| Employer contribution / active EE | $21,279 | $1,979+975.4% | $2,702+687.4% | $2,596+719.5% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,817-100.0% | $4,028-100.0% |
| Admin fee / account holder | $31,720 | $3,102+922.5% | $3,225+883.6% | $5,403+487.1% |