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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 | $769,965 | $167,362+360.1% | $143,799+435.4% | $134,532+472.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.39% | 0.47%-14.9pp | -0.04%-14.3pp | 418.27%-432.7pp |
| Employer contribution / active EE | $19,781 | $5,620+251.9% | $4,952+299.4% | $4,741+317.2% |
| Participant deferral / active EE | $30,500 | $6,447+373.1% | $5,638+440.9% | $6,401+376.5% |
| Admin fee / account holder | $531,505 | $18,094+2837.5% | $14,677+3521.3% | $11,429+4550.7% |