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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 | $609,800 | $100,805+504.9% | $86,698+603.4% | $134,532+353.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -0.24% | 29.09%-29.3pp | 35.95%-36.2pp | 418.27%-418.5pp |
| Employer contribution / active EE | $12,483 | $3,490+257.7% | $2,837+340.1% | $4,741+163.3% |
| Participant deferral / active EE | $9,848 | $5,339+84.5% | $4,656+111.5% | $6,401+53.9% |
| Admin fee / account holder | $65,239 | $10,925+497.1% | $7,493+770.7% | $11,429+470.8% |