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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 | $489,178 | $167,362+192.3% | $143,799+240.2% | $134,532+263.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.12% | 0.47%-13.6pp | -0.04%-13.1pp | 418.27%-431.4pp |
| Employer contribution / active EE | $1,234 | $5,620-78.0% | $4,952-75.1% | $4,741-74.0% |
| Participant deferral / active EE | $2,700 | $6,447-58.1% | $5,638-52.1% | $6,401-57.8% |
| Admin fee / account holder | $56,665 | $18,094+213.2% | $14,677+286.1% | $11,429+395.8% |