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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 | $677,021 | $167,353+304.5% | $143,797+370.8% | $134,545+403.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -5.26% | 0.48%-5.7pp | -0.04%-5.2pp | 418.37%-423.6pp |
| Employer contribution / active EE | $36,493 | $5,620+549.3% | $4,952+636.9% | $4,742+669.6% |
| Participant deferral / active EE | $23,750 | $6,447+268.4% | $5,638+321.2% | $6,401+271.0% |
| Admin fee / account holder | $458,941 | $18,096+2436.2% | $14,679+3026.5% | $11,431+3915.0% |