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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 | $359,047 | $82,674+334.3% | $125,381+186.4% | $68,486+424.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -10.11% | -5.97%-4.1pp | 572.31%-582.4pp | -7.85%-2.3pp |
| Employer contribution / active EE | $10,449 | $3,382+209.0% | $4,815+117.0% | $2,597+302.4% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $6,108 | $6,277-2.7% | $10,007-39.0% | $5,404+13.0% |