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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 | $616,040 | $107,809+471.4% | $90,657+579.5% | $135,380+355.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | 1.42% | -0.90%+2.3pp | 1.89%-0.5pp | 519.81%-518.4pp |
| Employer contribution / active EE | $20,375 | $3,018+575.1% | $2,532+704.8% | $4,779+326.4% |
| Participant deferral / active EE | $0 | $3,872-100.0% | $3,424-100.0% | $5,609-100.0% |
| Admin fee / account holder | $44,332 | $5,931+647.5% | $4,994+787.6% | $10,828+309.4% |