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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 | $308,038 | $95,917+221.2% | $79,583+287.1% | $134,545+128.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -3.71% | -2.70%-1.0pp | 0.16%-3.9pp | 418.37%-422.1pp |
| Employer contribution / active EE | $13,000 | $3,129+315.4% | $2,414+438.6% | $4,742+174.2% |
| Participant deferral / active EE | $0 | $4,694-100.0% | $3,986-100.0% | $6,401-100.0% |
| Admin fee / account holder | $352 | $9,132-96.1% | $6,835-94.9% | $11,431-96.9% |