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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 | $513,801 | $167,362+207.0% | $143,799+257.3% | $134,532+281.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.57% | 0.47%-13.0pp | -0.04%-12.5pp | 418.27%-430.8pp |
| Employer contribution / active EE | $19,368 | $5,620+244.6% | $4,952+291.1% | $4,741+308.5% |
| Participant deferral / active EE | $11,200 | $6,447+73.7% | $5,638+98.6% | $6,401+75.0% |
| Admin fee / account holder | $146,574 | $18,094+710.1% | $14,677+898.7% | $11,429+1182.5% |