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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 | $807,679 | $167,353+382.6% | $143,797+461.7% | $134,545+500.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.62% | 0.48%-18.1pp | -0.04%-17.6pp | 418.37%-436.0pp |
| Employer contribution / active EE | $20,533 | $5,620+265.3% | $4,952+314.6% | $4,742+333.0% |
| Participant deferral / active EE | $18,683 | $6,447+189.8% | $5,638+231.4% | $6,401+191.9% |
| Admin fee / account holder | $7,423 | $18,096-59.0% | $14,679-49.4% | $11,431-35.1% |