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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 | $518,703 | $167,353+209.9% | $143,797+260.7% | $134,545+285.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.36% | 0.48%-19.8pp | -0.04%-19.3pp | 418.37%-437.7pp |
| Employer contribution / active EE | $36,097 | $5,620+542.2% | $4,952+628.9% | $4,742+661.3% |
| Participant deferral / active EE | $22,704 | $6,447+252.1% | $5,638+302.7% | $6,401+254.7% |
| Admin fee / account holder | $21,735 | $18,096+20.1% | $14,679+48.1% | $11,431+90.1% |