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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 | $897,113 | $110,083+714.9% | $151,645+491.6% | $68,490+1209.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -16.60% | -10.12%-6.5pp | 3.34%-19.9pp | -7.85%-8.7pp |
| Employer contribution / active EE | $19,717 | $4,470+341.1% | $6,165+219.8% | $2,597+659.3% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $10,467 | $7,718+35.6% | $11,614-9.9% | $5,403+93.7% |