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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 | $471,199 | $211,946+122.3% | $169,452+178.1% | $135,379+248.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -0.72% | 3.26%-4.0pp | 1.83%-2.6pp | 519.79%-520.5pp |
| Employer contribution / active EE | $15,750 | $5,117+207.8% | $4,157+278.9% | $4,779+229.6% |
| Participant deferral / active EE | $9,927 | $6,075+63.4% | $5,277+88.1% | $5,609+77.0% |
| Admin fee / account holder | $2,058 | $11,472-82.1% | $9,110-77.4% | $10,828-81.0% |