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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 | $268,472 | $211,946+26.7% | $169,452+58.4% | $135,379+98.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.56% | 3.26%-8.8pp | 1.83%-7.4pp | 519.79%-525.4pp |
| Employer contribution / active EE | $55,000 | $5,117+974.9% | $4,157+1223.1% | $4,779+1050.9% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,878 | $11,472-83.6% | $9,110-79.4% | $10,828-82.7% |