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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 | $448,641 | $97,020+362.4% | $83,322+438.4% | $135,379+231.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -9.27% | 12.31%-21.6pp | 10.64%-19.9pp | 519.79%-529.1pp |
| Employer contribution / active EE | $12,527 | $4,144+202.3% | $3,379+270.7% | $4,779+162.1% |
| Participant deferral / active EE | $0 | $5,964-100.0% | $5,565-100.0% | $5,609-100.0% |
| Admin fee / account holder | $17,525 | $8,426+108.0% | $7,540+132.4% | $10,828+61.9% |