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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 | $594,378 | $110,083+439.9% | $151,639+292.0% | $68,486+767.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -0.87% | -10.12%+9.2pp | 3.34%-4.2pp | -7.85%+7.0pp |
| Employer contribution / active EE | $18,403 | $4,470+311.7% | $6,165+198.5% | $2,597+608.7% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $6,482 | $7,718-16.0% | $11,613-44.2% | $5,404+20.0% |