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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 | $303,486 | $100,792+201.1% | $86,691+250.1% | $134,509+125.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -3.69% | 29.08%-32.8pp | 35.94%-39.6pp | 418.13%-421.8pp |
| Employer contribution / active EE | $24,098 | $3,491+590.4% | $2,837+749.4% | $4,741+408.3% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,400-100.0% |
| Admin fee / account holder | $3,922 | $10,924-64.1% | $7,492-47.6% | $11,427-65.7% |