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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 | $843,634 | $167,533+403.6% | $151,645+456.3% | $134,545+527.0% |
| Participation rate | 95.8% | 88.4%+7.5pp | 87.5%+8.3pp | 81.2%+14.6pp |
| Annual return | -13.42% | 7.81%-21.2pp | 3.34%-16.8pp | 418.37%-431.8pp |
| Employer contribution / active EE | $36,979 | $6,828+441.5% | $6,165+499.8% | $4,742+679.9% |
| Participant deferral / active EE | $15,591 | $8,985+73.5% | $8,363+86.4% | $6,401+143.6% |
| Admin fee / account holder | $118,279 | $13,781+758.3% | $11,614+918.4% | $11,431+934.7% |