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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 | $657,471 | $167,533+292.4% | $151,645+333.6% | $134,545+388.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.09% | 7.81%-26.9pp | 3.34%-22.4pp | 418.37%-437.5pp |
| Employer contribution / active EE | $22,192 | $6,828+225.0% | $6,165+260.0% | $4,742+368.0% |
| Participant deferral / active EE | $9,994 | $8,985+11.2% | $8,363+19.5% | $6,401+56.1% |
| Admin fee / account holder | $4,943 | $13,781-64.1% | $11,614-57.4% | $11,431-56.8% |