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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 | $639,918 | $168,635+279.5% | $147,617+333.5% | $125,389+410.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.77% | 77.65%-79.4pp | 61.98%-63.8pp | 282.24%-284.0pp |
| Employer contribution / active EE | $32,982 | $6,252+427.5% | $5,564+492.7% | $4,866+577.8% |
| Participant deferral / active EE | $24,900 | $5,507+352.2% | $4,895+408.6% | $5,352+365.3% |
| Admin fee / account holder | $5,380 | $13,580-60.4% | $11,612-53.7% | $9,541-43.6% |