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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 | $572,182 | $167,352+241.9% | $143,788+297.9% | $134,509+325.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.51% | 0.47%-14.0pp | -0.03%-13.5pp | 418.13%-431.6pp |
| Employer contribution / active EE | $28,570 | $5,620+408.4% | $4,952+477.0% | $4,741+502.7% |
| Participant deferral / active EE | $18,968 | $6,447+194.2% | $5,638+236.4% | $6,400+196.4% |
| Admin fee / account holder | $309 | $18,091-98.3% | $14,675-97.9% | $11,427-97.3% |