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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 | $469,352 | $140,592+233.8% | $123,106+281.3% | $125,388+274.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -1.34% | 16.80%-18.1pp | 13.22%-14.6pp | 282.24%-283.6pp |
| Employer contribution / active EE | $20,367 | $6,041+237.1% | $5,151+295.4% | $4,866+318.5% |
| Participant deferral / active EE | $15,783 | $6,980+126.1% | $6,229+153.4% | $5,352+194.9% |
| Admin fee / account holder | $1,477 | $11,198-86.8% | $9,015-83.6% | $9,541-84.5% |