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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 | $694,699 | $167,522+314.7% | $151,639+358.1% | $134,532+416.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -9.96% | 7.81%-17.8pp | 3.34%-13.3pp | 418.27%-428.2pp |
| Employer contribution / active EE | $14,651 | $6,828+114.6% | $6,165+137.6% | $4,741+209.0% |
| Participant deferral / active EE | $12,218 | $8,986+36.0% | $8,363+46.1% | $6,401+90.9% |
| Admin fee / account holder | $5,895 | $13,780-57.2% | $11,613-49.2% | $11,429-48.4% |