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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 | $297,681 | $82,678+260.0% | $125,391+137.4% | $68,490+334.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -8.12% | -5.97%-2.1pp | 572.41%-580.5pp | -7.85%-0.3pp |
| Employer contribution / active EE | $23,531 | $3,382+595.7% | $4,816+388.6% | $2,597+806.2% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $12,076 | $6,277+92.4% | $10,009+20.7% | $5,403+123.5% |