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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 | $600,563 | $95,917+526.1% | $79,583+654.6% | $134,545+346.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.35% | -2.70%-13.7pp | 0.16%-16.5pp | 418.37%-434.7pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,414-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $49,625 | $4,694+957.2% | $3,986+1145.1% | $6,401+675.2% |
| Admin fee / account holder | $5,978 | $9,132-34.5% | $6,835-12.5% | $11,431-47.7% |