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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 | $602,761 | $167,362+260.2% | $143,799+319.2% | $134,532+348.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.17% | 0.47%-12.6pp | -0.04%-12.1pp | 418.27%-430.4pp |
| Employer contribution / active EE | $10,808 | $5,620+92.3% | $4,952+118.2% | $4,741+128.0% |
| Participant deferral / active EE | $9,093 | $6,447+41.0% | $5,638+61.3% | $6,401+42.1% |
| Admin fee / account holder | $5,874 | $18,094-67.5% | $14,677-60.0% | $11,429-48.6% |