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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 | $270,480 | $59,332+355.9% | $90,223+199.8% | $59,633+353.6% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.0%+21.0pp | 68.7%+31.3pp |
| Annual return | -2.72% | 3.25%-6.0pp | 1.31%-4.0pp | 2041.40%-2044.1pp |
| Employer contribution / active EE | $8,782 | $3,031+189.8% | $4,378+100.6% | $2,203+298.7% |
| Participant deferral / active EE | $0 | $4,369-100.0% | $5,792-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,661 | $5,032-47.1% | $7,406-64.1% | $4,297-38.1% |