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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 | $440,952 | $167,362+163.5% | $143,799+206.6% | $134,532+227.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -7.19% | 0.47%-7.7pp | -0.04%-7.1pp | 418.27%-425.5pp |
| Employer contribution / active EE | $40,789 | $5,620+625.7% | $4,952+723.7% | $4,741+760.3% |
| Participant deferral / active EE | $24,635 | $6,447+282.1% | $5,638+336.9% | $6,401+284.9% |
| Admin fee / account holder | $243,030 | $18,094+1243.2% | $14,677+1555.8% | $11,429+2026.5% |