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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 | $1,397,697 | $167,353+735.2% | $143,797+872.0% | $134,545+938.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.00% | 0.48%-16.5pp | -0.04%-16.0pp | 418.37%-434.4pp |
| Employer contribution / active EE | $33,389 | $5,620+494.1% | $4,952+574.2% | $4,742+604.2% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $81,107 | $18,096+348.2% | $14,679+452.5% | $11,431+609.6% |