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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 | $982,014 | $167,353+486.8% | $143,797+582.9% | $134,545+629.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -4.43% | 0.48%-4.9pp | -0.04%-4.4pp | 418.37%-422.8pp |
| Employer contribution / active EE | $2,233 | $5,620-60.3% | $4,952-54.9% | $4,742-52.9% |
| Participant deferral / active EE | $16,950 | $6,447+162.9% | $5,638+200.6% | $6,401+164.8% |
| Admin fee / account holder | $32,721 | $18,096+80.8% | $14,679+122.9% | $11,431+186.3% |