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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 | $813,399 | $167,362+386.0% | $143,799+465.7% | $134,532+504.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.64% | 0.47%-14.1pp | -0.04%-13.6pp | 418.27%-431.9pp |
| Employer contribution / active EE | $33,269 | $5,620+491.9% | $4,952+571.8% | $4,741+601.7% |
| Participant deferral / active EE | $21,686 | $6,447+236.3% | $5,638+284.6% | $6,401+238.8% |
| Admin fee / account holder | $165,259 | $18,094+813.3% | $14,677+1026.0% | $11,429+1346.0% |