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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 | $569,625 | $167,362+240.4% | $143,799+296.1% | $134,532+323.4% |
| Participation rate | 94.1% | 84.8%+9.3pp | 80.3%+13.8pp | 81.2%+12.9pp |
| Annual return | -17.74% | 0.47%-18.2pp | -0.04%-17.7pp | 418.27%-436.0pp |
| Employer contribution / active EE | $10,370 | $5,620+84.5% | $4,952+109.4% | $4,741+118.7% |
| Participant deferral / active EE | $18,318 | $6,447+184.1% | $5,638+224.9% | $6,401+186.2% |
| Admin fee / account holder | $1,551 | $18,094-91.4% | $14,677-89.4% | $11,429-86.4% |