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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 | $779,103 | $105,866+635.9% | $90,766+758.4% | $134,545+479.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -2.89% | -10.99%+8.1pp | -12.16%+9.3pp | 418.37%-421.3pp |
| Employer contribution / active EE | $47,988 | $3,464+1285.4% | $2,922+1542.4% | $4,742+912.1% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $36,310 | $13,938+160.5% | $8,446+329.9% | $11,431+217.7% |