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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 | $360,907 | $142,409+153.4% | $119,634+201.7% | $134,545+168.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.35% | -12.46%-1.9pp | -14.98%+0.6pp | 418.37%-432.7pp |
| Employer contribution / active EE | $22,323 | $5,224+327.3% | $4,232+427.4% | $4,742+370.8% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $16,214 | $13,594+19.3% | $10,329+57.0% | $11,431+41.8% |