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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 | $500,744 | $167,533+198.9% | $151,645+230.2% | $134,545+272.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.08% | 7.81%-27.9pp | 3.34%-23.4pp | 418.37%-438.5pp |
| Employer contribution / active EE | $11,301 | $6,828+65.5% | $6,165+83.3% | $4,742+138.3% |
| Participant deferral / active EE | $30,250 | $8,985+236.7% | $8,363+261.7% | $6,401+372.6% |
| Admin fee / account holder | $1,643 | $13,781-88.1% | $11,614-85.9% | $11,431-85.6% |