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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 | $532,525 | $142,409+273.9% | $119,634+345.1% | $134,545+295.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -10.87% | -12.46%+1.6pp | -14.98%+4.1pp | 418.37%-429.2pp |
| Employer contribution / active EE | $40,500 | $5,224+675.2% | $4,232+856.9% | $4,742+754.2% |
| Participant deferral / active EE | $27,000 | $6,468+317.4% | $5,601+382.0% | $6,401+321.8% |
| Admin fee / account holder | $3,451 | $13,594-74.6% | $10,329-66.6% | $11,431-69.8% |