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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 | $295,783 | $82,314+259.3% | $68,808+329.9% | $134,532+119.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -0.67% | -2.18%+1.5pp | -6.37%+5.7pp | 418.27%-418.9pp |
| Employer contribution / active EE | $3,521 | $3,301+6.7% | $2,656+32.6% | $4,741-25.7% |
| Participant deferral / active EE | $0 | $4,740-100.0% | $3,942-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,139 | $6,484-67.0% | $4,936-56.7% | $11,429-81.3% |