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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 | $754,728 | $167,362+351.0% | $143,799+424.9% | $134,532+461.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.11% | 0.47%-17.6pp | -0.04%-17.1pp | 418.27%-435.4pp |
| Employer contribution / active EE | $28,706 | $5,620+410.7% | $4,952+479.7% | $4,741+505.5% |
| Participant deferral / active EE | $18,898 | $6,447+193.1% | $5,638+235.2% | $6,401+195.2% |
| Admin fee / account holder | $4,053 | $18,094-77.6% | $14,677-72.4% | $11,429-64.5% |