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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 | $371,069 | $140,592+163.9% | $123,105+201.4% | $125,389+195.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -2.79% | 16.80%-19.6pp | 13.22%-16.0pp | 282.24%-285.0pp |
| Employer contribution / active EE | $24,891 | $6,041+312.0% | $5,151+383.2% | $4,866+411.5% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $16,806 | $11,198+50.1% | $9,014+86.4% | $9,541+76.1% |