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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 | $384,971 | $105,867+263.6% | $90,760+324.2% | $134,532+186.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -3.08% | -10.99%+7.9pp | -12.16%+9.1pp | 418.27%-421.3pp |
| Employer contribution / active EE | $13,788 | $3,464+298.1% | $2,922+371.9% | $4,741+190.8% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $16,770 | $13,936+20.3% | $8,444+98.6% | $11,429+46.7% |