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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 | $673,550 | $167,522+302.1% | $151,639+344.2% | $134,532+400.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.01% | 7.81%-27.8pp | 3.34%-23.3pp | 418.27%-438.3pp |
| Employer contribution / active EE | $40,500 | $6,828+493.1% | $6,165+556.9% | $4,741+754.2% |
| Participant deferral / active EE | $20,500 | $8,986+128.1% | $8,363+145.1% | $6,401+220.3% |
| Admin fee / account holder | $18,004 | $13,780+30.7% | $11,613+55.0% | $11,429+57.5% |