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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 | $301,682 | $131,835+128.8% | $108,582+177.8% | $273,972+10.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.87% | -91.57%+99.4pp | -51.70%+59.6pp | 41.46%-33.6pp |
| Employer contribution / active EE | $29,025 | $4,913+490.8% | $3,758+672.3% | $4,869+496.1% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $212,881 | $10,253+1976.4% | $7,645+2684.5% | $10,133+2000.9% |