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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 | $475,791 | $167,362+184.3% | $143,799+230.9% | $134,532+253.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.69% | 0.47%-19.2pp | -0.04%-18.6pp | 418.27%-437.0pp |
| Employer contribution / active EE | $9,257 | $5,620+64.7% | $4,952+86.9% | $4,741+95.2% |
| Participant deferral / active EE | $6,675 | $6,447+3.5% | $5,638+18.4% | $6,401+4.3% |
| Admin fee / account holder | $17,736 | $18,094-2.0% | $14,677+20.8% | $11,429+55.2% |