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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 | $600,729 | $211,946+183.4% | $169,452+254.5% | $135,382+343.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -4.95% | 3.26%-8.2pp | 1.83%-6.8pp | 519.77%-524.7pp |
| Employer contribution / active EE | $23,589 | $5,117+361.0% | $4,157+467.5% | $4,779+393.6% |
| Participant deferral / active EE | $14,928 | $6,075+145.7% | $5,277+182.9% | $5,609+166.1% |
| Admin fee / account holder | $5,309 | $11,472-53.7% | $9,110-41.7% | $10,829-51.0% |