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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 | $494,393 | $149,333+231.1% | $106,387+364.7% | $135,380+265.2% |
| Participation rate | 100.0% | 81.5%+18.5pp | 77.5%+22.5pp | 82.6%+17.4pp |
| Annual return | -4.04% | 0.52%-4.6pp | 0.25%-4.3pp | 519.81%-523.8pp |
| Employer contribution / active EE | $45,750 | $4,984+818.0% | $3,520+1199.8% | $4,779+857.3% |
| Participant deferral / active EE | $12,250 | $7,230+69.4% | $5,421+126.0% | $5,609+118.4% |
| Admin fee / account holder | $3,655 | $15,952-77.1% | $7,510-51.3% | $10,828-66.2% |