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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 | $167,323+403.7% | $143,770+486.2% | $134,493+526.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.45% | 0.47%-16.9pp | -0.04%-16.4pp | 418.01%-434.5pp |
| Employer contribution / active EE | $33,682 | $5,619+499.4% | $4,951+580.3% | $4,740+610.6% |
| Participant deferral / active EE | $18,043 | $6,446+179.9% | $5,638+220.0% | $6,400+181.9% |
| Admin fee / account holder | $184,314 | $18,088+919.0% | $14,673+1156.2% | $11,425+1513.3% |