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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 | $616,204 | $479,618+28.5% | $170,148+262.2% | $479,618+28.5% |
| Participation rate | 100.0% | 89.3%+10.7pp | 83.3%+16.7pp | 89.3%+10.7pp |
| Annual return | 0.34% | 101.32%-101.0pp | -15.63%+16.0pp | 101.32%-101.0pp |
| Employer contribution / active EE | $36,587 | $22,484+62.7% | $39,330-7.0% | $22,484+62.7% |
| Participant deferral / active EE | $0 | $7,699-100.0% | $5,444-100.0% | $7,699-100.0% |
| Admin fee / account holder | $81,092 | $12,520+547.7% | $21,191+282.7% | $12,520+547.7% |