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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 | $1,437,209 | $110,083+1205.6% | $151,645+847.7% | $68,490+1998.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -12.06% | -10.12%-1.9pp | 3.34%-15.4pp | -7.85%-4.2pp |
| Employer contribution / active EE | $52,938 | $4,470+1084.3% | $6,165+758.7% | $2,597+1938.6% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $93,603 | $7,718+1112.9% | $11,614+706.0% | $5,403+1632.5% |