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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 | $635,940 | $167,353+280.0% | $143,797+342.2% | $134,545+372.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.43% | 0.48%-16.9pp | -0.04%-16.4pp | 418.37%-434.8pp |
| Employer contribution / active EE | $32,453 | $5,620+477.4% | $4,952+555.3% | $4,742+584.4% |
| Participant deferral / active EE | $32,625 | $6,447+406.0% | $5,638+478.6% | $6,401+409.7% |
| Admin fee / account holder | $1,629 | $18,096-91.0% | $14,679-88.9% | $11,431-85.7% |