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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 | $444,885 | $167,353+165.8% | $143,797+209.4% | $134,545+230.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -0.33% | 0.48%-0.8pp | -0.04%-0.3pp | 418.37%-418.7pp |
| Employer contribution / active EE | $41,049 | $5,620+630.3% | $4,952+728.9% | $4,742+765.7% |
| Participant deferral / active EE | $30,577 | $6,447+374.3% | $5,638+442.3% | $6,401+377.7% |
| Admin fee / account holder | $1,382 | $18,096-92.4% | $14,679-90.6% | $11,431-87.9% |