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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 | $969,565 | $142,361+581.1% | $119,608+710.6% | $134,509+620.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -13.82% | -12.46%-1.4pp | -14.98%+1.2pp | 418.13%-432.0pp |
| Employer contribution / active EE | $61,000 | $5,224+1067.7% | $4,232+1341.3% | $4,741+1186.8% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,400-100.0% |
| Admin fee / account holder | $11,471 | $13,588-15.6% | $10,326+11.1% | $11,427+0.4% |