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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 | $725,233 | $211,946+242.2% | $169,452+328.0% | $135,382+435.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -1.57% | 3.26%-4.8pp | 1.83%-3.4pp | 519.77%-521.3pp |
| Employer contribution / active EE | $13,631 | $5,117+166.4% | $4,157+227.9% | $4,779+185.2% |
| Participant deferral / active EE | $12,250 | $6,075+101.6% | $5,277+132.1% | $5,609+118.4% |
| Admin fee / account holder | $54,168 | $11,472+372.2% | $9,110+494.6% | $10,829+400.2% |