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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 | $372,150 | $95,895+288.1% | $79,576+367.7% | $134,509+176.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.08% | -2.72%-14.4pp | 0.15%-17.2pp | 418.13%-435.2pp |
| Employer contribution / active EE | $3,339 | $3,128+6.7% | $2,413+38.4% | $4,741-29.6% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,400-100.0% |
| Admin fee / account holder | $6,783 | $9,129-25.7% | $6,834-0.7% | $11,427-40.6% |