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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 | $780,499 | $564,480+38.3% | $336,006+132.3% | $564,480+38.3% |
| Participation rate | 100.0% | 89.1%+10.9pp | 100.0%0pp | 89.1%+10.9pp |
| Annual return | -5.62% | -14.07%+8.5pp | -11.74%+6.1pp | -14.07%+8.5pp |
| Employer contribution / active EE | $40,031 | $29,221+37.0% | $49,371-18.9% | $29,221+37.0% |
| Participant deferral / active EE | $0 | $5,729-100.0% | $8,278-100.0% | $5,729-100.0% |
| Admin fee / account holder | $138,593 | $27,140+410.7% | $47,183+193.7% | $27,140+410.7% |