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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 | $258,767 | $113,935+127.1% | $94,224+174.6% | $125,393+106.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -2.44% | 5.29%-7.7pp | 10.68%-13.1pp | 282.23%-284.7pp |
| Employer contribution / active EE | $26,949 | $4,727+470.1% | $3,587+651.4% | $4,866+453.8% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,351-100.0% |
| Admin fee / account holder | $7,488 | $8,391-10.8% | $6,269+19.4% | $9,541-21.5% |