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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 | $959,659 | $167,362+473.4% | $143,799+567.4% | $134,532+613.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.63% | 0.47%-16.1pp | -0.04%-15.6pp | 418.27%-433.9pp |
| Employer contribution / active EE | $34,616 | $5,620+515.9% | $4,952+599.0% | $4,741+630.1% |
| Participant deferral / active EE | $20,375 | $6,447+216.0% | $5,638+261.4% | $6,401+218.3% |
| Admin fee / account holder | $147,756 | $18,094+716.6% | $14,677+906.7% | $11,429+1192.9% |