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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 | $452,404 | $167,362+170.3% | $143,799+214.6% | $134,532+236.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.79% | 0.47%-19.3pp | -0.04%-18.7pp | 418.27%-437.1pp |
| Employer contribution / active EE | $11,709 | $5,620+108.3% | $4,952+136.4% | $4,741+147.0% |
| Participant deferral / active EE | $7,932 | $6,447+23.0% | $5,638+40.7% | $6,401+23.9% |
| Admin fee / account holder | $30,178 | $18,094+66.8% | $14,677+105.6% | $11,429+164.1% |