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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 | $950,195 | $167,353+467.8% | $143,797+560.8% | $134,545+606.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.15% | 0.48%-13.6pp | -0.04%-13.1pp | 418.37%-431.5pp |
| Employer contribution / active EE | $39,025 | $5,620+594.3% | $4,952+688.0% | $4,742+723.0% |
| Participant deferral / active EE | $25,446 | $6,447+294.7% | $5,638+351.3% | $6,401+297.5% |
| Admin fee / account holder | $7,789 | $18,096-57.0% | $14,679-46.9% | $11,431-31.9% |