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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 | $842,372 | $167,362+403.3% | $143,799+485.8% | $134,532+526.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.12% | 0.47%-19.6pp | -0.04%-19.1pp | 418.27%-437.4pp |
| Employer contribution / active EE | $11,688 | $5,620+107.9% | $4,952+136.0% | $4,741+146.5% |
| Participant deferral / active EE | $8,279 | $6,447+28.4% | $5,638+46.8% | $6,401+29.3% |
| Admin fee / account holder | $36,445 | $18,094+101.4% | $14,677+148.3% | $11,429+218.9% |