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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 | $812,433 | $167,362+385.4% | $143,799+465.0% | $134,532+503.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.43% | 0.47%-16.9pp | -0.04%-16.4pp | 418.27%-434.7pp |
| Employer contribution / active EE | $45,830 | $5,620+715.4% | $4,952+825.5% | $4,741+866.7% |
| Participant deferral / active EE | $6,500 | $6,447+0.8% | $5,638+15.3% | $6,401+1.5% |
| Admin fee / account holder | $6,094 | $18,094-66.3% | $14,677-58.5% | $11,429-46.7% |