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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 | $681,422 | $211,946+221.5% | $169,452+302.1% | $135,380+403.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.13% | 3.26%-9.4pp | 1.83%-8.0pp | 519.81%-525.9pp |
| Employer contribution / active EE | $10,111 | $5,117+97.6% | $4,157+143.2% | $4,779+111.6% |
| Participant deferral / active EE | $13,400 | $6,075+120.6% | $5,277+153.9% | $5,609+138.9% |
| Admin fee / account holder | $16,761 | $11,472+46.1% | $9,110+84.0% | $10,828+54.8% |