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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 | $677,018 | $167,362+304.5% | $143,799+370.8% | $134,532+403.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.19% | 0.47%-14.7pp | -0.04%-14.1pp | 418.27%-432.5pp |
| Employer contribution / active EE | $13,047 | $5,620+132.1% | $4,952+163.5% | $4,741+175.2% |
| Participant deferral / active EE | $12,834 | $6,447+99.1% | $5,638+127.6% | $6,401+100.5% |
| Admin fee / account holder | $1,904 | $18,094-89.5% | $14,677-87.0% | $11,429-83.3% |