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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 | $400,206 | $84,518+373.5% | $67,704+491.1% | $125,389+219.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -3.64% | 2.57%-6.2pp | 25.41%-29.1pp | 282.24%-285.9pp |
| Employer contribution / active EE | $10,439 | $3,292+217.1% | $2,559+307.9% | $4,866+114.5% |
| Participant deferral / active EE | $0 | $4,430-100.0% | $3,585-100.0% | $5,352-100.0% |
| Admin fee / account holder | $13,198 | $5,340+147.1% | $4,255+210.2% | $9,541+38.3% |