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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 | $770,769 | $167,352+360.6% | $143,788+436.0% | $134,509+473.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.85% | 0.47%-9.3pp | -0.03%-8.8pp | 418.13%-427.0pp |
| Employer contribution / active EE | $41,446 | $5,620+637.5% | $4,952+737.0% | $4,741+774.3% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $59,723 | $18,091+230.1% | $14,675+307.0% | $11,427+422.7% |