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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 | $629,393 | $140,592+347.7% | $123,105+411.3% | $125,389+402.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -2.17% | 16.80%-19.0pp | 13.22%-15.4pp | 282.24%-284.4pp |
| Employer contribution / active EE | $22,423 | $6,041+271.2% | $5,151+335.3% | $4,866+360.8% |
| Participant deferral / active EE | $15,159 | $6,980+117.2% | $6,229+143.4% | $5,352+183.3% |
| Admin fee / account holder | $8,206 | $11,198-26.7% | $9,014-9.0% | $9,541-14.0% |