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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 | $708,171 | $167,362+323.1% | $143,799+392.5% | $134,532+426.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.09% | 0.47%-17.6pp | -0.04%-17.0pp | 418.27%-435.4pp |
| Employer contribution / active EE | $29,518 | $5,620+425.2% | $4,952+496.1% | $4,741+522.6% |
| Participant deferral / active EE | $12,393 | $6,447+92.2% | $5,638+119.8% | $6,401+93.6% |
| Admin fee / account holder | $39,611 | $18,094+118.9% | $14,677+169.9% | $11,429+246.6% |