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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 | $259,495 | $167,533+54.9% | $151,645+71.1% | $134,545+92.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -11.12% | 7.81%-18.9pp | 3.34%-14.5pp | 418.37%-429.5pp |
| Employer contribution / active EE | $40,500 | $6,828+493.1% | $6,165+556.9% | $4,742+754.2% |
| Participant deferral / active EE | $27,000 | $8,985+200.5% | $8,363+222.9% | $6,401+321.8% |
| Admin fee / account holder | $35,400 | $13,781+156.9% | $11,614+204.8% | $11,431+209.7% |