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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 | $506,535 | $127,387+297.6% | $115,038+340.3% | $125,389+304.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.46% | 31.28%-33.7pp | 26.14%-28.6pp | 282.24%-284.7pp |
| Employer contribution / active EE | $35,000 | $5,166+577.5% | $4,608+659.6% | $4,866+619.3% |
| Participant deferral / active EE | $22,000 | $6,423+242.5% | $6,026+265.1% | $5,352+311.1% |
| Admin fee / account holder | $9,585 | $9,516+0.7% | $8,175+17.2% | $9,541+0.5% |