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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 | $957,078 | $83,908+1040.6% | $68,509+1297.0% | $125,389+663.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -0.51% | 14.48%-15.0pp | 8.27%-8.8pp | 282.24%-282.8pp |
| Employer contribution / active EE | $30,109 | $3,031+893.4% | $2,278+1221.8% | $4,866+518.7% |
| Participant deferral / active EE | $0 | $4,125-100.0% | $3,382-100.0% | $5,352-100.0% |
| Admin fee / account holder | $33,221 | $8,982+269.9% | $5,275+529.8% | $9,541+248.2% |