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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 | $842,731 | $167,353+403.6% | $143,797+486.1% | $134,545+526.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.45% | 0.48%-16.9pp | -0.04%-16.4pp | 418.37%-434.8pp |
| Employer contribution / active EE | $33,682 | $5,620+499.3% | $4,952+580.1% | $4,742+610.4% |
| Participant deferral / active EE | $18,043 | $6,447+179.9% | $5,638+220.0% | $6,401+181.9% |
| Admin fee / account holder | $184,314 | $18,096+918.5% | $14,679+1155.6% | $11,431+1512.4% |