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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 | $431,352 | $167,522+157.5% | $151,639+184.5% | $134,532+220.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.73% | 7.81%-20.5pp | 3.34%-16.1pp | 418.27%-431.0pp |
| Employer contribution / active EE | $60,000 | $6,828+778.7% | $6,165+873.2% | $4,741+1165.5% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $804 | $13,780-94.2% | $11,613-93.1% | $11,429-93.0% |