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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 | $760,213 | $167,323+354.3% | $143,770+428.8% | $134,493+465.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.67% | 0.47%-20.1pp | -0.04%-19.6pp | 418.01%-437.7pp |
| Employer contribution / active EE | $28,792 | $5,619+412.4% | $4,951+481.5% | $4,740+507.4% |
| Participant deferral / active EE | $14,435 | $6,446+123.9% | $5,638+156.0% | $6,400+125.5% |
| Admin fee / account holder | $6,827 | $18,088-62.3% | $14,673-53.5% | $11,425-40.2% |