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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 | $447,083 | $85,790+421.1% | $67,313+564.2% | $135,379+230.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.12% | -0.54%-3.6pp | -4.08%0pp | 519.79%-523.9pp |
| Employer contribution / active EE | $16,549 | $3,487+374.5% | $2,566+545.0% | $4,779+246.3% |
| Participant deferral / active EE | $19,924 | $4,651+328.4% | $3,568+458.4% | $5,609+255.2% |
| Admin fee / account holder | $353,012 | $6,392+5422.4% | $4,507+7733.0% | $10,828+3160.2% |