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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 | $497,696 | $140,592+254.0% | $123,105+304.3% | $125,389+296.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -3.25% | 16.80%-20.0pp | 13.22%-16.5pp | 282.24%-285.5pp |
| Employer contribution / active EE | $19,115 | $6,041+216.4% | $5,151+271.1% | $4,866+292.8% |
| Participant deferral / active EE | $19,200 | $6,980+175.1% | $6,229+208.2% | $5,352+258.8% |
| Admin fee / account holder | $23,959 | $11,198+114.0% | $9,014+165.8% | $9,541+151.1% |