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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 | $588,045 | $167,522+251.0% | $151,639+287.8% | $134,532+337.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.86% | 7.81%-23.7pp | 3.34%-19.2pp | 418.27%-434.1pp |
| Employer contribution / active EE | $8,743 | $6,828+28.0% | $6,165+41.8% | $4,741+84.4% |
| Participant deferral / active EE | $11,213 | $8,986+24.8% | $8,363+34.1% | $6,401+75.2% |
| Admin fee / account holder | $15,383 | $13,780+11.6% | $11,613+32.5% | $11,429+34.6% |