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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 | $460,444 | $167,362+175.1% | $143,799+220.2% | $134,532+242.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.44% | 0.47%-19.9pp | -0.04%-19.4pp | 418.27%-437.7pp |
| Employer contribution / active EE | $58,000 | $5,620+931.9% | $4,952+1071.2% | $4,741+1123.4% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $222,543 | $18,094+1129.9% | $14,677+1416.2% | $11,429+1847.3% |