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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 | $638,346 | $110,083+479.9% | $151,639+321.0% | $68,486+832.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -16.06% | -10.12%-5.9pp | 3.34%-19.4pp | -7.85%-8.2pp |
| Employer contribution / active EE | $7,947 | $4,470+77.8% | $6,165+28.9% | $2,597+206.0% |
| Participant deferral / active EE | $20,101 | $6,526+208.0% | $8,363+140.3% | $4,028+399.1% |
| Admin fee / account holder | $892 | $7,718-88.4% | $11,613-92.3% | $5,404-83.5% |