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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 | $869,126 | $110,083+689.5% | $151,628+473.2% | $68,495+1168.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -10.65% | -10.12%-0.5pp | 3.34%-14.0pp | -7.84%-2.8pp |
| Employer contribution / active EE | $39,235 | $4,470+777.8% | $6,165+536.4% | $2,596+1411.1% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $6,123 | $7,718-20.7% | $11,613-47.3% | $5,403+13.3% |