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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 | $490,473 | $211,946+131.4% | $169,452+189.4% | $135,380+262.3% |
| Participation rate | 85.7% | 82.6%+3.1pp | 77.8%+7.9pp | 82.6%+3.1pp |
| Annual return | -2.30% | 3.26%-5.6pp | 1.83%-4.1pp | 519.81%-522.1pp |
| Employer contribution / active EE | $7,501 | $5,117+46.6% | $4,157+80.4% | $4,779+57.0% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $29,935 | $11,472+160.9% | $9,110+228.6% | $10,828+176.5% |