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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 | $911,502 | $113,941+700.0% | $94,229+867.3% | $125,389+626.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -2.61% | 5.29%-7.9pp | 10.68%-13.3pp | 282.24%-284.8pp |
| Employer contribution / active EE | $11,500 | $4,727+143.3% | $3,587+220.6% | $4,866+136.3% |
| Participant deferral / active EE | $12,000 | $5,179+131.7% | $4,320+177.8% | $5,352+124.2% |
| Admin fee / account holder | $3,291 | $8,392-60.8% | $6,269-47.5% | $9,541-65.5% |