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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 | $963,469 | $158,827+506.6% | $121,208+694.9% | $135,382+611.7% |
| Participation rate | 85.7% | 79.3%+6.4pp | 71.8%+14.0pp | 82.6%+3.1pp |
| Annual return | 3.77% | -0.64%+4.4pp | 16.93%-13.2pp | 519.77%-516.0pp |
| Employer contribution / active EE | $34,329 | $5,666+505.9% | $4,023+753.4% | $4,779+618.4% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $3,345-100.0% | $5,609-100.0% |
| Admin fee / account holder | $19,167 | $6,514+194.3% | $5,020+281.8% | $10,829+77.0% |