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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 | $1,172,038 | $142,358+723.3% | $119,615+879.8% | $134,493+771.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -8.82% | -12.46%+3.6pp | -14.98%+6.2pp | 418.01%-426.8pp |
| Employer contribution / active EE | $29,974 | $5,223+473.9% | $4,232+608.2% | $4,740+532.4% |
| Participant deferral / active EE | $0 | $6,470-100.0% | $5,602-100.0% | $6,400-100.0% |
| Admin fee / account holder | $28,652 | $13,585+110.9% | $10,324+177.5% | $11,425+150.8% |