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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 | $595,052 | $167,352+255.6% | $143,788+313.8% | $134,509+342.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.90% | 0.47%-20.4pp | -0.03%-19.9pp | 418.13%-438.0pp |
| Employer contribution / active EE | $34,230 | $5,620+509.1% | $4,952+591.3% | $4,741+622.1% |
| Participant deferral / active EE | $26,560 | $6,447+312.0% | $5,638+371.1% | $6,400+315.0% |
| Admin fee / account holder | $219,856 | $18,091+1115.3% | $14,675+1398.2% | $11,427+1824.1% |