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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 | $280,187 | $81,870+242.2% | $119,608+134.3% | $68,495+309.1% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -4.68% | -23.82%+19.1pp | -14.98%+10.3pp | -7.84%+3.2pp |
| Employer contribution / active EE | $21,406 | $2,692+695.2% | $4,232+405.8% | $2,596+724.4% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $67,441 | $6,583+924.5% | $10,326+553.1% | $5,403+1148.1% |