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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 | $577,105 | $85,790+572.7% | $67,313+757.3% | $135,380+326.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -3.41% | -0.54%-2.9pp | -4.08%+0.7pp | 519.81%-523.2pp |
| Employer contribution / active EE | $32,882 | $3,487+842.9% | $2,566+1181.6% | $4,779+588.1% |
| Participant deferral / active EE | $2,407 | $4,651-48.2% | $3,568-32.5% | $5,609-57.1% |
| Admin fee / account holder | $2,642 | $6,392-58.7% | $4,507-41.4% | $10,828-75.6% |