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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 | $910,743 | $167,362+444.2% | $143,799+533.3% | $134,532+577.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -4.91% | 0.47%-5.4pp | -0.04%-4.9pp | 418.27%-423.2pp |
| Employer contribution / active EE | $33,879 | $5,620+502.8% | $4,952+584.1% | $4,741+614.6% |
| Participant deferral / active EE | $18,625 | $6,447+188.9% | $5,638+230.3% | $6,401+191.0% |
| Admin fee / account holder | $81,734 | $18,094+351.7% | $14,677+456.9% | $11,429+615.2% |