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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 | $385,181 | $142,409+170.5% | $119,634+222.0% | $134,545+186.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -8.23% | -12.46%+4.2pp | -14.98%+6.7pp | 418.37%-426.6pp |
| Employer contribution / active EE | $14,575 | $5,224+179.0% | $4,232+244.4% | $4,742+207.4% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,059 | $13,594-84.9% | $10,329-80.1% | $11,431-82.0% |