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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 | $721,916 | $77,816+827.7% | $123,549+484.3% | $64,181+1024.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.19% | 12.49%-16.7pp | 119.20%-123.4pp | 7.63%-11.8pp |
| Employer contribution / active EE | $10,038 | $3,014+233.0% | $4,628+116.9% | $2,381+321.6% |
| Participant deferral / active EE | $14,718 | $5,240+180.9% | $6,426+129.0% | $3,470+324.2% |
| Admin fee / account holder | $11,772 | $5,519+113.3% | $9,284+26.8% | $4,887+140.9% |