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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 | $508,954 | $77,817+554.0% | $123,553+311.9% | $64,173+693.1% |
| Participation rate | 93.3% | 74.7%+18.6pp | 82.3%+11.0pp | 69.6%+23.8pp |
| Annual return | -2.55% | 12.49%-15.0pp | 119.21%-121.8pp | 7.63%-10.2pp |
| Employer contribution / active EE | $14,458 | $3,014+379.7% | $4,628+212.4% | $2,381+507.3% |
| Participant deferral / active EE | $14,440 | $5,240+175.6% | $6,426+124.7% | $3,470+316.2% |
| Admin fee / account holder | $35,064 | $5,519+535.3% | $9,284+277.7% | $4,887+617.4% |