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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 | $557,735 | $97,732+470.7% | $83,831+565.3% | $135,380+312.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 0.64% | 1287.56%-1286.9pp | 850.99%-850.3pp | 519.81%-519.2pp |
| Employer contribution / active EE | $23,077 | $4,222+446.6% | $3,631+535.5% | $4,779+382.9% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $962 | $6,675-85.6% | $5,479-82.4% | $10,828-91.1% |