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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 | $610,123 | $158,852+284.1% | $121,220+403.3% | $135,380+350.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | 1.22% | -0.64%+1.9pp | 16.94%-15.7pp | 519.81%-518.6pp |
| Employer contribution / active EE | $57,795 | $5,666+920.1% | $4,023+1336.8% | $4,779+1109.4% |
| Participant deferral / active EE | $16,395 | $4,006+309.3% | $3,345+390.1% | $5,609+192.3% |
| Admin fee / account holder | $45,175 | $6,515+593.4% | $5,021+799.8% | $10,828+317.2% |