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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 | $476,610 | $167,352+184.8% | $143,788+231.5% | $134,509+254.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.24% | 0.47%-17.7pp | -0.03%-17.2pp | 418.13%-435.4pp |
| Employer contribution / active EE | $61,000 | $5,620+985.4% | $4,952+1131.9% | $4,741+1186.8% |
| Participant deferral / active EE | $6,500 | $6,447+0.8% | $5,638+15.3% | $6,400+1.6% |
| Admin fee / account holder | $4,905 | $18,091-72.9% | $14,675-66.6% | $11,427-57.1% |