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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 | $301,002 | $127,387+136.3% | $115,038+161.7% | $125,389+140.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.25% | 31.28%-31.5pp | 26.14%-26.4pp | 282.24%-282.5pp |
| Employer contribution / active EE | $14,334 | $5,166+177.5% | $4,608+211.1% | $4,866+194.6% |
| Participant deferral / active EE | $12,739 | $6,423+98.3% | $6,026+111.4% | $5,352+138.0% |
| Admin fee / account holder | $11,225 | $9,516+18.0% | $8,175+37.3% | $9,541+17.7% |