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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 | $698,339 | $167,533+316.8% | $151,645+360.5% | $134,545+419.0% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.5%+1.4pp | 81.2%+7.7pp |
| Annual return | -14.75% | 7.81%-22.6pp | 3.34%-18.1pp | 418.37%-433.1pp |
| Employer contribution / active EE | $28,133 | $6,828+312.0% | $6,165+356.3% | $4,742+493.3% |
| Participant deferral / active EE | $21,629 | $8,985+140.7% | $8,363+158.6% | $6,401+237.9% |
| Admin fee / account holder | $18,289 | $13,781+32.7% | $11,614+57.5% | $11,431+60.0% |