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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 | $630,064 | $167,353+276.5% | $143,797+338.2% | $134,545+368.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -7.44% | 0.48%-7.9pp | -0.04%-7.4pp | 418.37%-425.8pp |
| Employer contribution / active EE | $34,800 | $5,620+519.2% | $4,952+602.7% | $4,742+633.9% |
| Participant deferral / active EE | $21,854 | $6,447+239.0% | $5,638+287.6% | $6,401+241.4% |
| Admin fee / account holder | $2,123 | $18,096-88.3% | $14,679-85.5% | $11,431-81.4% |