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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 | $488,608 | $167,533+191.6% | $151,645+222.2% | $134,545+263.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -11.36% | 7.81%-19.2pp | 3.34%-14.7pp | 418.37%-429.7pp |
| Employer contribution / active EE | $17,054 | $6,828+149.8% | $6,165+176.6% | $4,742+259.7% |
| Participant deferral / active EE | $18,950 | $8,985+110.9% | $8,363+126.6% | $6,401+196.0% |
| Admin fee / account holder | $468 | $13,781-96.6% | $11,614-96.0% | $11,431-95.9% |