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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 | $650,136 | $167,353+288.5% | $143,797+352.1% | $134,545+383.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.47% | 0.48%-11.9pp | -0.04%-11.4pp | 418.37%-429.8pp |
| Employer contribution / active EE | $8,400 | $5,620+49.5% | $4,952+69.6% | $4,742+77.2% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $400 | $18,096-97.8% | $14,679-97.3% | $11,431-96.5% |