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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 | $798,423 | $75,962+951.1% | $154,111+418.1% | $64,173+1144.2% |
| Participation rate | 97.6% | 70.4%+27.1pp | 83.0%+14.5pp | 69.6%+28.0pp |
| Annual return | -1.23% | 30.32%-31.6pp | 735.18%-736.4pp | 7.63%-8.9pp |
| Employer contribution / active EE | $28,539 | $3,350+751.9% | $5,298+438.7% | $2,381+1098.7% |
| Participant deferral / active EE | $16,274 | $3,175+412.6% | $5,081+220.3% | $3,470+369.0% |
| Admin fee / account holder | $25,611 | $5,589+358.2% | $13,411+91.0% | $4,887+424.0% |