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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 | $359,073 | $85,790+318.5% | $67,313+433.4% | $135,380+165.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -1.39% | -0.54%-0.9pp | -4.08%+2.7pp | 519.81%-521.2pp |
| Employer contribution / active EE | $13,211 | $3,487+278.8% | $2,566+414.9% | $4,779+176.4% |
| Participant deferral / active EE | $18,247 | $4,651+292.3% | $3,568+411.4% | $5,609+225.3% |
| Admin fee / account holder | $5,532 | $6,392-13.5% | $4,507+22.7% | $10,828-48.9% |