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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 | $287,567 | $167,533+71.6% | $151,645+89.6% | $134,545+113.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -8.11% | 7.81%-15.9pp | 3.34%-11.5pp | 418.37%-426.5pp |
| Employer contribution / active EE | $20,996 | $6,828+207.5% | $6,165+240.6% | $4,742+342.8% |
| Participant deferral / active EE | $19,231 | $8,985+114.0% | $8,363+130.0% | $6,401+200.4% |
| Admin fee / account holder | $1,024 | $13,781-92.6% | $11,614-91.2% | $11,431-91.0% |