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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 | $300,837 | $211,946+41.9% | $169,452+77.5% | $135,382+122.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.64% | 3.26%-8.9pp | 1.83%-7.5pp | 519.77%-525.4pp |
| Employer contribution / active EE | $19,476 | $5,117+280.6% | $4,157+368.5% | $4,779+307.6% |
| Participant deferral / active EE | $18,500 | $6,075+204.5% | $5,277+250.6% | $5,609+229.8% |
| Admin fee / account holder | $18,944 | $11,472+65.1% | $9,110+108.0% | $10,829+74.9% |