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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 | $722,031 | $167,353+331.4% | $143,797+402.1% | $134,545+436.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.65% | 0.48%-16.1pp | -0.04%-15.6pp | 418.37%-434.0pp |
| Employer contribution / active EE | $22,295 | $5,620+296.7% | $4,952+350.2% | $4,742+370.2% |
| Participant deferral / active EE | $5,656 | $6,447-12.3% | $5,638+0.3% | $6,401-11.6% |
| Admin fee / account holder | $6,328 | $18,096-65.0% | $14,679-56.9% | $11,431-44.6% |