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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 | $658,898 | $175,600+275.2% | $129,110+410.3% | $134,509+389.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | 3.08% | -11.39%+14.5pp | -10.94%+14.0pp | 418.13%-415.1pp |
| Employer contribution / active EE | $17,184 | $6,355+170.4% | $5,052+240.2% | $4,741+262.5% |
| Participant deferral / active EE | $0 | $7,975-100.0% | $6,542-100.0% | $6,400-100.0% |
| Admin fee / account holder | $262,721 | $23,567+1014.8% | $14,302+1737.0% | $11,427+2199.2% |