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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 | $496,667 | $167,353+196.8% | $143,797+245.4% | $134,545+269.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -5.31% | 0.48%-5.8pp | -0.04%-5.3pp | 418.37%-423.7pp |
| Employer contribution / active EE | $16,950 | $5,620+201.6% | $4,952+242.3% | $4,742+257.5% |
| Participant deferral / active EE | $9,967 | $6,447+54.6% | $5,638+76.8% | $6,401+55.7% |
| Admin fee / account holder | $1,305 | $18,096-92.8% | $14,679-91.1% | $11,431-88.6% |