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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 | $816,140 | $110,083+641.4% | $151,645+438.2% | $68,490+1091.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -18.02% | -10.12%-7.9pp | 3.34%-21.4pp | -7.85%-10.2pp |
| Employer contribution / active EE | $25,825 | $4,470+477.8% | $6,165+318.9% | $2,597+894.5% |
| Participant deferral / active EE | $17,382 | $6,526+166.3% | $8,363+107.8% | $4,028+331.5% |
| Admin fee / account holder | $23,797 | $7,718+208.4% | $11,614+104.9% | $5,403+340.5% |