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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 | $437,508 | $167,522+161.2% | $151,639+188.5% | $134,532+225.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.96% | 7.81%-22.8pp | 3.34%-18.3pp | 418.27%-433.2pp |
| Employer contribution / active EE | $36,000 | $6,828+427.2% | $6,165+483.9% | $4,741+659.3% |
| Participant deferral / active EE | $27,000 | $8,986+200.5% | $8,363+222.8% | $6,401+321.8% |
| Admin fee / account holder | $175,552 | $13,780+1174.0% | $11,613+1411.7% | $11,429+1436.1% |