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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 | $553,346 | $167,504+230.3% | $151,628+264.9% | $134,509+311.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -7.98% | 7.81%-15.8pp | 3.34%-11.3pp | 418.13%-426.1pp |
| Employer contribution / active EE | $12,491 | $6,828+82.9% | $6,165+102.6% | $4,741+163.5% |
| Participant deferral / active EE | $10,600 | $8,985+18.0% | $8,363+26.8% | $6,400+65.6% |
| Admin fee / account holder | $43,009 | $13,779+212.1% | $11,613+270.4% | $11,427+276.4% |