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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 | $572,850 | $167,353+242.3% | $143,797+298.4% | $134,545+325.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.09% | 0.48%-16.6pp | -0.04%-16.0pp | 418.37%-434.5pp |
| Employer contribution / active EE | $14,298 | $5,620+154.4% | $4,952+188.7% | $4,742+201.5% |
| Participant deferral / active EE | $13,641 | $6,447+111.6% | $5,638+141.9% | $6,401+113.1% |
| Admin fee / account holder | $4,812 | $18,096-73.4% | $14,679-67.2% | $11,431-57.9% |