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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 | $468,472 | $100,811+364.7% | $86,698+440.4% | $134,545+248.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -10.91% | 29.11%-40.0pp | 35.96%-46.9pp | 418.37%-429.3pp |
| Employer contribution / active EE | $17,012 | $3,490+387.4% | $2,837+499.7% | $4,742+258.8% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $5,739 | $10,926-47.5% | $7,492-23.4% | $11,431-49.8% |