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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 | $567,744 | $167,353+239.2% | $143,797+294.8% | $134,545+322.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.97% | 0.48%-14.5pp | -0.04%-13.9pp | 418.37%-432.3pp |
| Employer contribution / active EE | $23,900 | $5,620+325.2% | $4,952+382.6% | $4,742+404.1% |
| Participant deferral / active EE | $16,804 | $6,447+160.6% | $5,638+198.0% | $6,401+162.5% |
| Admin fee / account holder | $136,318 | $18,096+653.3% | $14,679+828.7% | $11,431+1092.6% |