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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 | $538,051 | $167,353+221.5% | $143,797+274.2% | $134,545+299.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -5.94% | 0.48%-6.4pp | -0.04%-5.9pp | 418.37%-424.3pp |
| Employer contribution / active EE | $3,333 | $5,620-40.7% | $4,952-32.7% | $4,742-29.7% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $28,067 | $18,096+55.1% | $14,679+91.2% | $11,431+145.5% |