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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 | $825,912 | $131,829+526.5% | $108,579+660.7% | $273,968+201.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 5.13% | -91.57%+96.7pp | -51.70%+56.8pp | 41.45%-36.3pp |
| Employer contribution / active EE | $14,845 | $4,912+202.2% | $3,758+295.0% | $4,869+204.9% |
| Participant deferral / active EE | $16,000 | $5,127+212.1% | $4,311+271.2% | $5,287+202.6% |
| Admin fee / account holder | $28,793 | $10,252+180.9% | $7,645+276.6% | $10,132+184.2% |