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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 | $457,555 | $167,353+173.4% | $143,797+218.2% | $134,545+240.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.20% | 0.48%-18.7pp | -0.04%-18.2pp | 418.37%-436.6pp |
| Employer contribution / active EE | $41,308 | $5,620+635.0% | $4,952+734.1% | $4,742+771.2% |
| Participant deferral / active EE | $25,688 | $6,447+298.4% | $5,638+355.6% | $6,401+301.3% |
| Admin fee / account holder | $58,173 | $18,096+221.5% | $14,679+296.3% | $11,431+408.9% |