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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 | $530,290 | $167,352+216.9% | $143,788+268.8% | $134,509+294.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -7.18% | 0.47%-7.7pp | -0.03%-7.2pp | 418.13%-425.3pp |
| Employer contribution / active EE | $44,000 | $5,620+682.9% | $4,952+788.6% | $4,741+828.2% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $750 | $18,091-95.9% | $14,675-94.9% | $11,427-93.4% |