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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 | $391,792 | $113,941+243.9% | $94,228+315.8% | $125,388+212.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -1.41% | 5.29%-6.7pp | 10.68%-12.1pp | 282.24%-283.7pp |
| Employer contribution / active EE | $26,251 | $4,727+455.3% | $3,587+631.9% | $4,866+439.5% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $9,521 | $8,392+13.5% | $6,269+51.9% | $9,541-0.2% |