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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 | $732,278 | $167,533+337.1% | $151,645+382.9% | $134,545+444.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.90% | 7.81%-21.7pp | 3.34%-17.2pp | 418.37%-432.3pp |
| Employer contribution / active EE | $7,286 | $6,828+6.7% | $6,165+18.2% | $4,742+53.7% |
| Participant deferral / active EE | $7,042 | $8,985-21.6% | $8,363-15.8% | $6,401+10.0% |
| Admin fee / account holder | $43,232 | $13,781+213.7% | $11,614+272.2% | $11,431+278.2% |