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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 | $473,863 | $113,935+315.9% | $94,224+402.9% | $125,393+277.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -1.38% | 5.29%-6.7pp | 10.68%-12.1pp | 282.23%-283.6pp |
| Employer contribution / active EE | $13,018 | $4,727+175.4% | $3,587+263.0% | $4,866+167.5% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,351-100.0% |
| Admin fee / account holder | $7,921 | $8,391-5.6% | $6,269+26.4% | $9,541-17.0% |