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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 | $1,047,432 | $69,541+1406.2% | $59,899+1648.7% | $135,380+673.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -7.17% | 7.95%-15.1pp | 3.46%-10.6pp | 519.81%-527.0pp |
| Employer contribution / active EE | $42,500 | $3,236+1213.3% | $2,723+1460.9% | $4,779+789.3% |
| Participant deferral / active EE | $0 | $4,206-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $6,972 | $5,737+21.5% | $3,592+94.1% | $10,828-35.6% |