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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 | $471,503 | $167,353+181.7% | $143,797+227.9% | $134,545+250.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.54% | 0.48%-15.0pp | -0.04%-14.5pp | 418.37%-432.9pp |
| Employer contribution / active EE | $10,731 | $5,620+90.9% | $4,952+116.7% | $4,742+126.3% |
| Participant deferral / active EE | $11,197 | $6,447+73.7% | $5,638+98.6% | $6,401+74.9% |
| Admin fee / account holder | $15,218 | $18,096-15.9% | $14,679+3.7% | $11,431+33.1% |