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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 | $341,427 | $95,915+256.0% | $79,580+329.0% | $134,532+153.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -13.34% | -2.71%-10.6pp | 0.15%-13.5pp | 418.27%-431.6pp |
| Employer contribution / active EE | $2,575 | $3,129-17.7% | $2,413+6.7% | $4,741-45.7% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,401-100.0% |
| Admin fee / account holder | $10,472 | $9,132+14.7% | $6,835+53.2% | $11,429-8.4% |