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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 | $685,280 | $167,504+309.1% | $151,628+351.9% | $134,509+409.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -9.91% | 7.81%-17.7pp | 3.34%-13.2pp | 418.13%-428.0pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $27,000 | $8,985+200.5% | $8,363+222.9% | $6,400+321.9% |
| Admin fee / account holder | $3,319 | $13,779-75.9% | $11,613-71.4% | $11,427-71.0% |