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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 | $431,379 | $211,946+103.5% | $169,452+154.6% | $135,380+218.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -1.79% | 3.26%-5.1pp | 1.83%-3.6pp | 519.81%-521.6pp |
| Employer contribution / active EE | $26,500 | $5,117+417.9% | $4,157+537.5% | $4,779+454.5% |
| Participant deferral / active EE | $6,167 | $6,075+1.5% | $5,277+16.9% | $5,609+9.9% |
| Admin fee / account holder | $23,097 | $11,472+101.3% | $9,110+153.5% | $10,828+113.3% |