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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 | $363,616 | $85,790+323.8% | $67,313+440.2% | $135,379+168.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.86% | -0.54%-8.3pp | -4.08%-4.8pp | 519.79%-528.7pp |
| Employer contribution / active EE | $6,732 | $3,487+93.0% | $2,566+162.4% | $4,779+40.9% |
| Participant deferral / active EE | $20,500 | $4,651+340.8% | $3,568+474.5% | $5,609+265.5% |
| Admin fee / account holder | $2,814 | $6,392-56.0% | $4,507-37.6% | $10,828-74.0% |