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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 | $434,343 | $131,835+229.5% | $108,582+300.0% | $273,972+58.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 2.34% | -91.57%+93.9pp | -51.70%+54.0pp | 41.46%-39.1pp |
| Employer contribution / active EE | $23,590 | $4,913+380.2% | $3,758+527.7% | $4,869+384.5% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $231,246 | $10,253+2155.5% | $7,645+2924.7% | $10,133+2182.2% |