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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 | $875,223 | $167,353+423.0% | $143,797+508.6% | $134,545+550.5% |
| Participation rate | 91.7% | 84.8%+6.8pp | 80.3%+11.3pp | 81.2%+10.4pp |
| Annual return | -14.68% | 0.48%-15.2pp | -0.04%-14.6pp | 418.37%-433.0pp |
| Employer contribution / active EE | $24,972 | $5,620+344.3% | $4,952+404.2% | $4,742+426.7% |
| Participant deferral / active EE | $24,292 | $6,447+276.8% | $5,638+330.8% | $6,401+279.5% |
| Admin fee / account holder | $480,213 | $18,096+2553.7% | $14,679+3171.4% | $11,431+4101.1% |