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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 | $440,043 | $167,353+162.9% | $143,797+206.0% | $134,545+227.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.33% | 0.48%-16.8pp | -0.04%-16.3pp | 418.37%-434.7pp |
| Employer contribution / active EE | $7,398 | $5,620+31.6% | $4,952+49.4% | $4,742+56.0% |
| Participant deferral / active EE | $4,016 | $6,447-37.7% | $5,638-28.8% | $6,401-37.3% |
| Admin fee / account holder | $76,871 | $18,096+324.8% | $14,679+423.7% | $11,431+572.5% |