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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 | $748,124 | $167,323+347.1% | $143,770+420.4% | $134,493+456.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.93% | 0.47%-12.4pp | -0.04%-11.9pp | 418.01%-429.9pp |
| Employer contribution / active EE | $37,771 | $5,619+572.1% | $4,951+662.9% | $4,740+696.8% |
| Participant deferral / active EE | $5,714 | $6,446-11.4% | $5,638+1.4% | $6,400-10.7% |
| Admin fee / account holder | $303,477 | $18,088+1577.7% | $14,673+1968.3% | $11,425+2556.3% |