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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 | $544,582 | $167,352+225.4% | $143,788+278.7% | $134,509+304.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.42% | 0.47%-13.9pp | -0.03%-13.4pp | 418.13%-431.6pp |
| Employer contribution / active EE | $26,400 | $5,620+369.8% | $4,952+433.1% | $4,741+456.9% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $4,365 | $18,091-75.9% | $14,675-70.3% | $11,427-61.8% |