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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 | $372,154 | $85,790+333.8% | $67,313+452.9% | $135,380+174.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.48% | -0.54%-4.9pp | -4.08%-1.4pp | 519.81%-525.3pp |
| Employer contribution / active EE | $41,461 | $3,487+1088.9% | $2,566+1516.0% | $4,779+767.6% |
| Participant deferral / active EE | $0 | $4,651-100.0% | $3,568-100.0% | $5,609-100.0% |
| Admin fee / account holder | $38,162 | $6,392+497.0% | $4,507+746.8% | $10,828+252.4% |