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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 | $639,746 | $167,362+282.3% | $143,799+344.9% | $134,532+375.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.24% | 0.47%-14.7pp | -0.04%-14.2pp | 418.27%-432.5pp |
| Employer contribution / active EE | $9,212 | $5,620+63.9% | $4,952+86.0% | $4,741+94.3% |
| Participant deferral / active EE | $5,350 | $6,447-17.0% | $5,638-5.1% | $6,401-16.4% |
| Admin fee / account holder | $6,371 | $18,094-64.8% | $14,677-56.6% | $11,429-44.3% |