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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 | $42,909+659.7% | $60,906+435.2% | $68,486+376.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -11.74% | -13.99%+2.3pp | 16.94%-28.7pp | -7.85%-3.9pp |
| Employer contribution / active EE | $21,279 | $1,979+975.4% | $2,703+687.2% | $2,597+719.5% |
| Participant deferral / active EE | $0 | $2,866-100.0% | $3,814-100.0% | $4,028-100.0% |
| Admin fee / account holder | $31,720 | $3,104+921.9% | $3,227+883.0% | $5,404+487.0% |