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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 | $514,677 | $167,533+207.2% | $151,645+239.4% | $134,545+282.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.36% | 7.81%-23.2pp | 3.34%-18.7pp | 418.37%-433.7pp |
| Employer contribution / active EE | $24,322 | $6,828+256.2% | $6,165+294.5% | $4,742+412.9% |
| Participant deferral / active EE | $15,903 | $8,985+77.0% | $8,363+90.2% | $6,401+148.4% |
| Admin fee / account holder | $963 | $13,781-93.0% | $11,614-91.7% | $11,431-91.6% |