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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 | $480,706 | $167,353+187.2% | $143,797+234.3% | $134,545+257.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.50% | 0.48%-16.0pp | -0.04%-15.5pp | 418.37%-433.9pp |
| Employer contribution / active EE | $6,739 | $5,620+19.9% | $4,952+36.1% | $4,742+42.1% |
| Participant deferral / active EE | $7,501 | $6,447+16.3% | $5,638+33.0% | $6,401+17.2% |
| Admin fee / account holder | $12,456 | $18,096-31.2% | $14,679-15.1% | $11,431+9.0% |