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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 | $417,030 | $167,353+149.2% | $143,797+190.0% | $134,545+210.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.61% | 0.48%-11.1pp | -0.04%-10.6pp | 418.37%-429.0pp |
| Employer contribution / active EE | $20,070 | $5,620+257.1% | $4,952+305.3% | $4,742+323.3% |
| Participant deferral / active EE | $18,000 | $6,447+179.2% | $5,638+219.2% | $6,401+181.2% |
| Admin fee / account holder | $38,287 | $18,096+111.6% | $14,679+160.8% | $11,431+235.0% |