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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 | $451,818 | $167,352+170.0% | $143,788+214.2% | $134,509+235.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -3.41% | 0.47%-3.9pp | -0.03%-3.4pp | 418.13%-421.5pp |
| Employer contribution / active EE | $65,583 | $5,620+1067.0% | $4,952+1224.5% | $4,741+1283.5% |
| Participant deferral / active EE | $3,875 | $6,447-39.9% | $5,638-31.3% | $6,400-39.5% |
| Admin fee / account holder | $1,247,006 | $18,091+6792.9% | $14,675+8397.5% | $11,427+10813.2% |