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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 | $418,823 | $142,409+194.1% | $119,634+250.1% | $134,545+211.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.92% | -12.46%-4.5pp | -14.98%-1.9pp | 418.37%-435.3pp |
| Employer contribution / active EE | $31,525 | $5,224+503.4% | $4,232+644.8% | $4,742+564.9% |
| Participant deferral / active EE | $27,000 | $6,468+317.4% | $5,601+382.0% | $6,401+321.8% |
| Admin fee / account holder | $4,328 | $13,594-68.2% | $10,329-58.1% | $11,431-62.1% |