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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 | $882,396 | $167,362+427.2% | $143,799+513.6% | $134,532+555.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.85% | 0.47%-9.3pp | -0.04%-8.8pp | 418.27%-427.1pp |
| Employer contribution / active EE | $26,184 | $5,620+365.9% | $4,952+428.7% | $4,741+452.3% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $6,893 | $18,094-61.9% | $14,677-53.0% | $11,429-39.7% |