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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 | $638,691 | $127,387+401.4% | $115,038+455.2% | $125,389+409.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.02% | 31.28%-31.3pp | 26.14%-26.2pp | 282.24%-282.3pp |
| Employer contribution / active EE | $18,657 | $5,166+261.1% | $4,608+304.9% | $4,866+283.4% |
| Participant deferral / active EE | $12,346 | $6,423+92.2% | $6,026+104.9% | $5,352+130.7% |
| Admin fee / account holder | $2,735 | $9,516-71.3% | $8,175-66.5% | $9,541-71.3% |