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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 | $1,144,905 | $82,314+1290.9% | $68,808+1563.9% | $134,532+751.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | 0.63% | -2.18%+2.8pp | -6.37%+7.0pp | 418.27%-417.6pp |
| Employer contribution / active EE | $50,000 | $3,301+1414.6% | $2,656+1782.7% | $4,741+954.6% |
| Participant deferral / active EE | $0 | $4,740-100.0% | $3,942-100.0% | $6,401-100.0% |
| Admin fee / account holder | $640 | $6,484-90.1% | $4,936-87.0% | $11,429-94.4% |