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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 | $347,370 | $131,835+163.5% | $108,582+219.9% | $273,972+26.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 11.24% | -91.57%+102.8pp | -51.70%+62.9pp | 41.46%-30.2pp |
| Employer contribution / active EE | $15,404 | $4,913+213.6% | $3,758+309.9% | $4,869+216.4% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $133,910 | $10,253+1206.1% | $7,645+1651.6% | $10,133+1221.6% |