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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 | $939,926 | $167,352+461.6% | $143,788+553.7% | $134,509+598.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.62% | 0.47%-15.1pp | -0.03%-14.6pp | 418.13%-432.8pp |
| Employer contribution / active EE | $2,132 | $5,620-62.1% | $4,952-56.9% | $4,741-55.0% |
| Participant deferral / active EE | $9,087 | $6,447+40.9% | $5,638+61.2% | $6,400+42.0% |
| Admin fee / account holder | $73,271 | $18,091+305.0% | $14,675+399.3% | $11,427+541.2% |