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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 | $861,048 | $167,353+414.5% | $143,797+498.8% | $134,545+540.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.48% | 0.48%-12.0pp | -0.04%-11.4pp | 418.37%-429.8pp |
| Employer contribution / active EE | $17,141 | $5,620+205.0% | $4,952+246.1% | $4,742+261.5% |
| Participant deferral / active EE | $16,315 | $6,447+153.1% | $5,638+189.4% | $6,401+154.9% |
| Admin fee / account holder | $5,133 | $18,096-71.6% | $14,679-65.0% | $11,431-55.1% |