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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 | $756,415 | $167,522+351.5% | $151,639+398.8% | $134,532+462.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.28% | 7.81%-25.1pp | 3.34%-20.6pp | 418.27%-435.5pp |
| Employer contribution / active EE | $20,346 | $6,828+198.0% | $6,165+230.0% | $4,741+329.2% |
| Participant deferral / active EE | $15,618 | $8,986+73.8% | $8,363+86.7% | $6,401+144.0% |
| Admin fee / account holder | $168,317 | $13,780+1121.5% | $11,613+1349.4% | $11,429+1372.8% |