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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 | $875,683 | $167,352+423.3% | $143,788+509.0% | $134,509+551.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.11% | 0.47%-9.6pp | -0.03%-9.1pp | 418.13%-427.2pp |
| Employer contribution / active EE | $4,833 | $5,620-14.0% | $4,952-2.4% | $4,741+2.0% |
| Participant deferral / active EE | $26,535 | $6,447+311.6% | $5,638+370.6% | $6,400+314.6% |
| Admin fee / account holder | $123,384 | $18,091+582.0% | $14,675+740.8% | $11,427+979.8% |