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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 | $592,460 | $167,353+254.0% | $143,797+312.0% | $134,545+340.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.53% | 0.48%-18.0pp | -0.04%-17.5pp | 418.37%-435.9pp |
| Employer contribution / active EE | $15,480 | $5,620+175.4% | $4,952+212.6% | $4,742+226.5% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,792 | $18,096-90.1% | $14,679-87.8% | $11,431-84.3% |