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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 | $330,875 | $147,167+124.8% | $111,392+197.0% | $135,380+144.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -6.95% | -4.44%-2.5pp | -2.06%-4.9pp | 519.81%-526.8pp |
| Employer contribution / active EE | $9,676 | $5,204+85.9% | $4,328+123.6% | $4,779+102.5% |
| Participant deferral / active EE | $0 | $6,565-100.0% | $5,567-100.0% | $5,609-100.0% |
| Admin fee / account holder | $19,433 | $20,270-4.1% | $12,266+58.4% | $10,828+79.5% |