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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 | $543,114 | $53,546+914.3% | $69,884+677.2% | $68,486+693.0% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | 9.77% | -13.87%+23.6pp | 190.81%-181.0pp | -7.85%+17.6pp |
| Employer contribution / active EE | $27,665 | $2,019+1270.3% | $2,560+980.6% | $2,597+965.4% |
| Participant deferral / active EE | $0 | $2,957-100.0% | $3,848-100.0% | $4,028-100.0% |
| Admin fee / account holder | $846 | $4,693-82.0% | $6,266-86.5% | $5,404-84.3% |