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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 | $506,975 | $131,835+284.6% | $108,582+366.9% | $273,972+85.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 5.39% | -91.57%+97.0pp | -51.70%+57.1pp | 41.46%-36.1pp |
| Employer contribution / active EE | $4,615 | $4,913-6.1% | $3,758+22.8% | $4,869-5.2% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $48,180 | $10,253+369.9% | $7,645+530.2% | $10,133+375.5% |