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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 | $295,978 | $112,300+163.6% | $90,223+228.1% | $125,389+136.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.0%+21.0pp | 83.2%+16.8pp |
| Annual return | -3.38% | -0.57%-2.8pp | 1.31%-4.7pp | 282.24%-285.6pp |
| Employer contribution / active EE | $13,185 | $5,181+154.5% | $4,378+201.1% | $4,866+171.0% |
| Participant deferral / active EE | $0 | $6,733-100.0% | $5,792-100.0% | $5,352-100.0% |
| Admin fee / account holder | $4,898 | $10,990-55.4% | $7,406-33.9% | $9,541-48.7% |