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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 | $677,738 | $175,646+285.9% | $129,118+424.9% | $134,545+403.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.2%+22.8pp | 81.2%+18.8pp |
| Annual return | -10.38% | -11.39%+1.0pp | -10.94%+0.6pp | 418.37%-428.8pp |
| Employer contribution / active EE | $20,250 | $6,355+218.6% | $5,051+300.9% | $4,742+327.1% |
| Participant deferral / active EE | $13,500 | $7,970+69.4% | $6,539+106.5% | $6,401+110.9% |
| Admin fee / account holder | $4,678 | $23,578-80.2% | $14,305-67.3% | $11,431-59.1% |