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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 | $741,159 | $167,362+342.8% | $143,799+415.4% | $134,532+450.9% |
| Participation rate | 93.3% | 84.8%+8.5pp | 80.3%+13.0pp | 81.2%+12.1pp |
| Annual return | -20.07% | 0.47%-20.5pp | -0.04%-20.0pp | 418.27%-438.3pp |
| Employer contribution / active EE | $50,191 | $5,620+793.0% | $4,952+913.5% | $4,741+958.6% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $11,664 | $18,094-35.5% | $14,677-20.5% | $11,429+2.1% |