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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 | $582,633 | $53,546+988.1% | $69,890+733.6% | $68,490+750.7% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | 18.67% | -13.87%+32.5pp | 190.84%-172.2pp | -7.85%+26.5pp |
| Employer contribution / active EE | $9,233 | $2,019+357.3% | $2,560+260.6% | $2,597+255.6% |
| Participant deferral / active EE | $0 | $2,957-100.0% | $3,848-100.0% | $4,028-100.0% |
| Admin fee / account holder | $7,101 | $4,693+51.3% | $6,267+13.3% | $5,403+31.4% |