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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 | $509,018 | $167,533+203.8% | $151,645+235.7% | $134,545+278.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -10.75% | 7.81%-18.6pp | 3.34%-14.1pp | 418.37%-429.1pp |
| Employer contribution / active EE | $21,219 | $6,828+210.7% | $6,165+244.2% | $4,742+347.5% |
| Participant deferral / active EE | $13,500 | $8,985+50.2% | $8,363+61.4% | $6,401+110.9% |
| Admin fee / account holder | $448 | $13,781-96.7% | $11,614-96.1% | $11,431-96.1% |