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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 | $550,758 | $167,522+228.8% | $151,639+263.2% | $134,532+309.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -8.96% | 7.81%-16.8pp | 3.34%-12.3pp | 418.27%-427.2pp |
| Employer contribution / active EE | $28,407 | $6,828+316.0% | $6,165+360.8% | $4,741+499.2% |
| Participant deferral / active EE | $20,452 | $8,986+127.6% | $8,363+144.5% | $6,401+219.5% |
| Admin fee / account holder | $21,947 | $13,780+59.3% | $11,613+89.0% | $11,429+92.0% |