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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 | $869,753 | $167,362+419.7% | $143,799+504.8% | $134,532+546.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.68% | 0.47%-18.2pp | -0.04%-17.6pp | 418.27%-435.9pp |
| Employer contribution / active EE | $18,000 | $5,620+220.3% | $4,952+263.5% | $4,741+279.7% |
| Participant deferral / active EE | $7,529 | $6,447+16.8% | $5,638+33.5% | $6,401+17.6% |
| Admin fee / account holder | $654 | $18,094-96.4% | $14,677-95.5% | $11,429-94.3% |