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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 | $559,248 | $167,353+234.2% | $143,797+288.9% | $134,545+315.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.02% | 0.48%-16.5pp | -0.04%-16.0pp | 418.37%-434.4pp |
| Employer contribution / active EE | $20,350 | $5,620+262.1% | $4,952+310.9% | $4,742+329.2% |
| Participant deferral / active EE | $6,519 | $6,447+1.1% | $5,638+15.6% | $6,401+1.8% |
| Admin fee / account holder | $3,079 | $18,096-83.0% | $14,679-79.0% | $11,431-73.1% |