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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 | $405,524 | $85,790+372.7% | $67,313+502.4% | $135,380+199.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.21% | -0.54%-6.7pp | -4.08%-3.1pp | 519.81%-527.0pp |
| Employer contribution / active EE | $14,967 | $3,487+329.2% | $2,566+483.4% | $4,779+213.2% |
| Participant deferral / active EE | $8,867 | $4,651+90.6% | $3,568+148.5% | $5,609+58.1% |
| Admin fee / account holder | $994 | $6,392-84.5% | $4,507-78.0% | $10,828-90.8% |