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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 | $1,681,202 | $433,437+287.9% | $415,992+304.1% | $479,618+250.5% |
| Participation rate | 100.0% | 91.5%+8.5pp | 89.9%+10.1pp | 89.3%+10.7pp |
| Annual return | -1.27% | -3.67%+2.4pp | -4.46%+3.2pp | 101.32%-102.6pp |
| Employer contribution / active EE | $32,526 | $19,293+68.6% | $19,238+69.1% | $22,484+44.7% |
| Participant deferral / active EE | $0 | $11,520-100.0% | $11,096-100.0% | $7,699-100.0% |
| Admin fee / account holder | $83,000 | $6,332+1210.7% | $6,482+1180.4% | $12,520+562.9% |