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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 | $726,387 | $167,353+334.0% | $143,797+405.1% | $134,545+439.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.70% | 0.48%-19.2pp | -0.04%-18.7pp | 418.37%-437.1pp |
| Employer contribution / active EE | $32,714 | $5,620+482.1% | $4,952+560.6% | $4,742+589.9% |
| Participant deferral / active EE | $16,780 | $6,447+160.3% | $5,638+197.6% | $6,401+162.1% |
| Admin fee / account holder | $434,104 | $18,096+2298.9% | $14,679+2857.3% | $11,431+3697.7% |