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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 | $359,400 | $288,797+24.4% | $239,577+50.0% | $382,429-6.0% |
| Participation rate | 0.0% | 85.8%-85.8pp | 82.1%-82.1pp | 87.7%-87.7pp |
| Annual return | 15.60% | -3.30%+18.9pp | -0.70%+16.3pp | 248.85%-233.2pp |
| Employer contribution / active EE | $0 | $8,558-100.0% | $7,232-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $0 | $6,420-100.0% | $5,676-100.0% | $5,727-100.0% |
| Admin fee / account holder | $73,924 | $18,649+296.4% | $19,315+282.7% | $30,732+140.5% |