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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 | $788,699 | $167,504+370.9% | $151,628+420.2% | $134,509+486.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.54% | 7.81%-20.3pp | 3.34%-15.9pp | 418.13%-430.7pp |
| Employer contribution / active EE | $44,757 | $6,828+555.5% | $6,165+626.0% | $4,741+844.1% |
| Participant deferral / active EE | $5,948 | $8,985-33.8% | $8,363-28.9% | $6,400-7.1% |
| Admin fee / account holder | $4,548 | $13,779-67.0% | $11,613-60.8% | $11,427-60.2% |