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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 | $612,278 | $167,353+265.9% | $143,797+325.8% | $134,545+355.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.91% | 0.48%-16.4pp | -0.04%-15.9pp | 418.37%-434.3pp |
| Employer contribution / active EE | $28,875 | $5,620+413.7% | $4,952+483.1% | $4,742+509.0% |
| Participant deferral / active EE | $23,750 | $6,447+268.4% | $5,638+321.2% | $6,401+271.0% |
| Admin fee / account holder | $2,738 | $18,096-84.9% | $14,679-81.3% | $11,431-76.0% |