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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 | $534,733 | $167,362+219.5% | $143,799+271.9% | $134,532+297.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.10% | 0.47%-18.6pp | -0.04%-18.1pp | 418.27%-436.4pp |
| Employer contribution / active EE | $21,999 | $5,620+291.4% | $4,952+344.2% | $4,741+364.0% |
| Participant deferral / active EE | $29,562 | $6,447+358.5% | $5,638+424.3% | $6,401+361.8% |
| Admin fee / account holder | $3,244 | $18,094-82.1% | $14,677-77.9% | $11,429-71.6% |