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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 | $363,489 | $105,867+243.3% | $90,760+300.5% | $134,532+170.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -12.50% | -10.99%-1.5pp | -12.16%-0.3pp | 418.27%-430.8pp |
| Employer contribution / active EE | $17,996 | $3,464+419.6% | $2,922+515.9% | $4,741+279.6% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $6,175 | $13,936-55.7% | $8,444-26.9% | $11,429-46.0% |