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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 | $711,575 | $100,805+605.9% | $86,698+720.7% | $134,532+428.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -0.18% | 29.09%-29.3pp | 35.95%-36.1pp | 418.27%-418.4pp |
| Employer contribution / active EE | $1,500 | $3,490-57.0% | $2,837-47.1% | $4,741-68.4% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $200,000 | $10,925+1730.6% | $7,493+2569.3% | $11,429+1650.0% |