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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 | $566,692 | $97,881+479.0% | $80,004+608.3% | $125,389+351.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | -3.18% | 9.36%-12.5pp | 7.63%-10.8pp | 282.24%-285.4pp |
| Employer contribution / active EE | $28,587 | $3,128+814.0% | $2,473+1056.1% | $4,866+487.5% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $3,204-100.0% | $5,352-100.0% |
| Admin fee / account holder | $5,547 | $6,278-11.6% | $5,033+10.2% | $9,541-41.9% |