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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 | $435,338 | $142,392+205.7% | $119,622+263.9% | $134,532+223.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -1.44% | -12.46%+11.0pp | -14.98%+13.5pp | 418.27%-419.7pp |
| Employer contribution / active EE | $19,690 | $5,224+276.9% | $4,232+365.3% | $4,741+315.3% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $47,280 | $13,593+247.8% | $10,328+357.8% | $11,429+313.7% |