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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 | $816,497 | $167,362+387.9% | $143,799+467.8% | $134,532+506.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -4.28% | 0.47%-4.8pp | -0.04%-4.2pp | 418.27%-422.5pp |
| Employer contribution / active EE | $18,300 | $5,620+225.6% | $4,952+269.5% | $4,741+286.0% |
| Participant deferral / active EE | $22,187 | $6,447+244.1% | $5,638+293.5% | $6,401+246.6% |
| Admin fee / account holder | $1,425 | $18,094-92.1% | $14,677-90.3% | $11,429-87.5% |