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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 | $418,318 | $167,323+150.0% | $143,770+191.0% | $134,493+211.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.56% | 0.47%-17.0pp | -0.04%-16.5pp | 418.01%-434.6pp |
| Employer contribution / active EE | $20,839 | $5,619+270.8% | $4,951+320.9% | $4,740+339.6% |
| Participant deferral / active EE | $13,182 | $6,446+104.5% | $5,638+133.8% | $6,400+106.0% |
| Admin fee / account holder | $5,451 | $18,088-69.9% | $14,673-62.8% | $11,425-52.3% |