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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 | $665,510 | $167,362+297.6% | $143,799+362.8% | $134,532+394.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.36% | 0.47%-19.8pp | -0.04%-19.3pp | 418.27%-437.6pp |
| Employer contribution / active EE | $29,846 | $5,620+431.0% | $4,952+502.7% | $4,741+529.5% |
| Participant deferral / active EE | $14,900 | $6,447+131.1% | $5,638+164.3% | $6,401+132.8% |
| Admin fee / account holder | $1,117 | $18,094-93.8% | $14,677-92.4% | $11,429-90.2% |