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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 | $886,044 | $167,533+428.9% | $151,645+484.3% | $134,545+558.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.58% | 7.81%-26.4pp | 3.34%-21.9pp | 418.37%-436.9pp |
| Employer contribution / active EE | $27,775 | $6,828+306.8% | $6,165+350.5% | $4,742+485.8% |
| Participant deferral / active EE | $22,200 | $8,985+147.1% | $8,363+165.5% | $6,401+246.8% |
| Admin fee / account holder | $20,792 | $13,781+50.9% | $11,614+79.0% | $11,431+81.9% |