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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 | $388,251 | $127,387+204.8% | $115,038+237.5% | $125,389+209.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.26% | 31.28%-34.5pp | 26.14%-29.4pp | 282.24%-285.5pp |
| Employer contribution / active EE | $16,223 | $5,166+214.0% | $4,608+252.1% | $4,866+233.4% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $4,796 | $9,516-49.6% | $8,175-41.3% | $9,541-49.7% |