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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 | $650,717 | $142,392+357.0% | $119,622+444.0% | $134,532+383.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.76% | -12.46%-2.3pp | -14.98%+0.2pp | 418.27%-433.0pp |
| Employer contribution / active EE | $34,028 | $5,224+551.4% | $4,232+704.0% | $4,741+617.7% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $14,852 | $13,593+9.3% | $10,328+43.8% | $11,429+30.0% |