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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 | $651,361 | $142,361+357.5% | $119,608+444.6% | $134,509+384.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.41% | -12.46%-1.9pp | -14.98%+0.6pp | 418.13%-432.5pp |
| Employer contribution / active EE | $40,499 | $5,224+675.3% | $4,232+856.9% | $4,741+754.3% |
| Participant deferral / active EE | $27,000 | $6,468+317.4% | $5,601+382.0% | $6,400+321.9% |
| Admin fee / account holder | $13,261 | $13,588-2.4% | $10,326+28.4% | $11,427+16.0% |