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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 | $283,599 | $87,705+223.4% | $63,517+346.5% | $125,393+126.2% |
| Participation rate | 100.0% | 77.0%+23.0pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | -3.22% | 21.70%-24.9pp | -70.30%+67.1pp | 282.23%-285.5pp |
| Employer contribution / active EE | $26,867 | $3,601+646.1% | $2,322+1057.1% | $4,866+452.1% |
| Participant deferral / active EE | $0 | $3,939-100.0% | $2,953-100.0% | $5,351-100.0% |
| Admin fee / account holder | $11,285 | $11,948-5.6% | $5,892+91.5% | $9,541+18.3% |