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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 | $713,048 | $167,353+326.1% | $143,797+395.9% | $134,545+430.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.02% | 0.48%-14.5pp | -0.04%-14.0pp | 418.37%-432.4pp |
| Employer contribution / active EE | $20,012 | $5,620+256.1% | $4,952+304.1% | $4,742+322.1% |
| Participant deferral / active EE | $12,447 | $6,447+93.1% | $5,638+120.7% | $6,401+94.4% |
| Admin fee / account holder | $4,099 | $18,096-77.3% | $14,679-72.1% | $11,431-64.1% |