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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 | $338,143 | $531,693-36.4% | - | $531,693-36.4% |
| Participation rate | 100.0% | 85.7%+14.3pp | - | 85.7%+14.3pp |
| Annual return | 0.00% | -13.27%+13.3pp | - | -13.27%+13.3pp |
| Employer contribution / active EE | $15,887 | $26,843-40.8% | - | $26,843-40.8% |
| Participant deferral / active EE | $13,050 | $7,797+67.4% | - | $7,797+67.4% |
| Admin fee / account holder | $4,308 | $75,116-94.3% | - | $75,116-94.3% |