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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 | $435,002 | $167,533+159.7% | $151,645+186.9% | $134,545+223.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.39% | 7.81%-26.2pp | 3.34%-21.7pp | 418.37%-436.8pp |
| Employer contribution / active EE | $35,261 | $6,828+416.4% | $6,165+471.9% | $4,742+643.7% |
| Participant deferral / active EE | $27,043 | $8,985+201.0% | $8,363+223.4% | $6,401+322.5% |
| Admin fee / account holder | $8,127 | $13,781-41.0% | $11,614-30.0% | $11,431-28.9% |