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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 | $817,766 | $142,392+474.3% | $119,622+583.6% | $134,532+507.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -10.14% | -12.46%+2.3pp | -14.98%+4.8pp | 418.27%-428.4pp |
| Employer contribution / active EE | $14,315 | $5,224+174.0% | $4,232+238.3% | $4,741+201.9% |
| Participant deferral / active EE | $24,200 | $6,467+274.2% | $5,601+332.1% | $6,401+278.1% |
| Admin fee / account holder | $4,005 | $13,593-70.5% | $10,328-61.2% | $11,429-65.0% |