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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 | $385,514 | $57,352+572.2% | $83,831+359.9% | $64,173+500.7% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -2.99% | 11.38%-14.4pp | 850.99%-854.0pp | 7.63%-10.6pp |
| Employer contribution / active EE | $14,760 | $2,546+479.8% | $3,631+306.5% | $2,381+519.9% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $21,259 | $4,046+425.4% | $5,479+288.0% | $4,887+335.0% |