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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 | $269,591 | $127,096+112.1% | $105,736+155.0% | $135,380+99.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -8.26% | 4.49%-12.7pp | 6.27%-14.5pp | 519.81%-528.1pp |
| Employer contribution / active EE | $22,856 | $4,107+456.5% | $3,268+599.3% | $4,779+378.3% |
| Participant deferral / active EE | $0 | $5,064-100.0% | $4,080-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,192 | $9,087-64.9% | $6,913-53.8% | $10,828-70.5% |