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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 | $545,907 | $82,314+563.2% | $68,808+693.4% | $134,532+305.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -2.19% | -2.18%0pp | -6.37%+4.2pp | 418.27%-420.5pp |
| Employer contribution / active EE | $30,500 | $3,301+823.9% | $2,656+1048.4% | $4,741+543.3% |
| Participant deferral / active EE | $0 | $4,740-100.0% | $3,942-100.0% | $6,401-100.0% |
| Admin fee / account holder | $213,067 | $6,484+3185.9% | $4,936+4216.7% | $11,429+1764.3% |