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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 | $498,652 | $147,167+238.8% | $111,392+347.7% | $135,380+268.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -3.18% | -4.44%+1.3pp | -2.06%-1.1pp | 519.81%-523.0pp |
| Employer contribution / active EE | $13,798 | $5,204+165.1% | $4,328+218.8% | $4,779+188.7% |
| Participant deferral / active EE | $8,766 | $6,565+33.5% | $5,567+57.5% | $5,609+56.3% |
| Admin fee / account holder | $14,938 | $20,270-26.3% | $12,266+21.8% | $10,828+38.0% |