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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 | $496,350 | $167,504+196.3% | $151,628+227.3% | $134,509+269.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.21% | 7.81%-26.0pp | 3.34%-21.5pp | 418.13%-436.3pp |
| Employer contribution / active EE | $2,153 | $6,828-68.5% | $6,165-65.1% | $4,741-54.6% |
| Participant deferral / active EE | $9,856 | $8,985+9.7% | $8,363+17.9% | $6,400+54.0% |
| Admin fee / account holder | $435 | $13,779-96.8% | $11,613-96.3% | $11,427-96.2% |