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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 | $536,842 | $167,522+220.5% | $151,639+254.0% | $134,532+299.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.69% | 7.81%-23.5pp | 3.34%-19.0pp | 418.27%-434.0pp |
| Employer contribution / active EE | $19,670 | $6,828+188.1% | $6,165+219.1% | $4,741+314.9% |
| Participant deferral / active EE | $22,697 | $8,986+152.6% | $8,363+171.4% | $6,401+254.6% |
| Admin fee / account holder | $506,239 | $13,780+3573.8% | $11,613+4259.2% | $11,429+4329.6% |