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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 | $592,790 | $167,522+253.9% | $151,639+290.9% | $134,532+340.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.77% | 7.81%-22.6pp | 3.34%-18.1pp | 418.27%-433.0pp |
| Employer contribution / active EE | $11,604 | $6,828+69.9% | $6,165+88.2% | $4,741+144.7% |
| Participant deferral / active EE | $10,842 | $8,986+20.7% | $8,363+29.6% | $6,401+69.4% |
| Admin fee / account holder | $1,187 | $13,780-91.4% | $11,613-89.8% | $11,429-89.6% |