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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 | $772,610 | $167,362+361.6% | $143,799+437.3% | $134,532+474.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.37% | 0.47%-13.8pp | -0.04%-13.3pp | 418.27%-431.6pp |
| Employer contribution / active EE | $21,918 | $5,620+290.0% | $4,952+342.6% | $4,741+362.3% |
| Participant deferral / active EE | $20,541 | $6,447+218.6% | $5,638+264.3% | $6,401+220.9% |
| Admin fee / account holder | $5,024 | $18,094-72.2% | $14,677-65.8% | $11,429-56.0% |