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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 | $335,271 | $127,100+163.8% | $105,738+217.1% | $135,379+147.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -4.69% | 4.49%-9.2pp | 6.27%-11.0pp | 519.79%-524.5pp |
| Employer contribution / active EE | $10,189 | $4,107+148.1% | $3,268+211.8% | $4,779+113.2% |
| Participant deferral / active EE | $0 | $5,064-100.0% | $4,080-100.0% | $5,609-100.0% |
| Admin fee / account holder | $71,429 | $9,087+686.1% | $6,913+933.3% | $10,828+559.7% |