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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 | $604,475 | $167,522+260.8% | $151,639+298.6% | $134,532+349.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.43% | 7.81%-23.2pp | 3.34%-18.8pp | 418.27%-433.7pp |
| Employer contribution / active EE | $12,483 | $6,828+82.8% | $6,165+102.5% | $4,741+163.3% |
| Participant deferral / active EE | $18,643 | $8,986+107.5% | $8,363+122.9% | $6,401+191.3% |
| Admin fee / account holder | $1,199 | $13,780-91.3% | $11,613-89.7% | $11,429-89.5% |