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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 | $518,477 | $107,809+380.9% | $90,657+471.9% | $135,380+283.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -5.96% | -0.90%-5.1pp | 1.89%-7.8pp | 519.81%-525.8pp |
| Employer contribution / active EE | $13,466 | $3,018+346.2% | $2,532+431.9% | $4,779+181.8% |
| Participant deferral / active EE | $10,821 | $3,872+179.5% | $3,424+216.0% | $5,609+92.9% |
| Admin fee / account holder | $6,291 | $5,931+6.1% | $4,994+26.0% | $10,828-41.9% |