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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 | $461,972 | $167,353+176.0% | $143,797+221.3% | $134,545+243.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.19% | 0.48%-16.7pp | -0.04%-16.1pp | 418.37%-434.6pp |
| Employer contribution / active EE | $29,719 | $5,620+428.8% | $4,952+500.1% | $4,742+526.8% |
| Participant deferral / active EE | $18,805 | $6,447+191.7% | $5,638+233.5% | $6,401+193.8% |
| Admin fee / account holder | $767 | $18,096-95.8% | $14,679-94.8% | $11,431-93.3% |