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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 | $736,911 | $158,852+363.9% | $121,220+507.9% | $135,380+444.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -0.09% | -0.64%+0.5pp | 16.94%-17.0pp | 519.81%-519.9pp |
| Employer contribution / active EE | $19,075 | $5,666+236.7% | $4,023+374.2% | $4,779+299.2% |
| Participant deferral / active EE | $12,250 | $4,006+205.8% | $3,345+266.2% | $5,609+118.4% |
| Admin fee / account holder | $2,945 | $6,515-54.8% | $5,021-41.3% | $10,828-72.8% |