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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 | $478,048 | $167,353+185.7% | $143,797+232.4% | $134,545+255.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.48% | 0.48%-17.0pp | -0.04%-16.4pp | 418.37%-434.8pp |
| Employer contribution / active EE | $22,486 | $5,620+300.1% | $4,952+354.0% | $4,742+374.2% |
| Participant deferral / active EE | $13,500 | $6,447+109.4% | $5,638+139.4% | $6,401+110.9% |
| Admin fee / account holder | $6,852 | $18,096-62.1% | $14,679-53.3% | $11,431-40.1% |