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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 | $333,297 | $142,392+134.1% | $119,622+178.6% | $134,532+147.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -2.75% | -12.46%+9.7pp | -14.98%+12.2pp | 418.27%-421.0pp |
| Employer contribution / active EE | $4,099 | $5,224-21.5% | $4,232-3.2% | $4,741-13.5% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,307 | $13,593-75.7% | $10,328-68.0% | $11,429-71.1% |