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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 | $565,227 | $131,835+328.7% | $108,582+420.6% | $273,972+106.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 11.00% | -91.57%+102.6pp | -51.70%+62.7pp | 41.46%-30.5pp |
| Employer contribution / active EE | $22,087 | $4,913+349.6% | $3,758+487.7% | $4,869+353.7% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $5,910 | $10,253-42.4% | $7,645-22.7% | $10,133-41.7% |