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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 | $680,899 | $142,409+378.1% | $119,634+469.2% | $134,545+406.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -6.11% | -12.46%+6.3pp | -14.98%+8.9pp | 418.37%-424.5pp |
| Employer contribution / active EE | $84,229 | $5,224+1512.3% | $4,232+1890.1% | $4,742+1676.4% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $47,771 | $13,594+251.4% | $10,329+362.5% | $11,431+317.9% |