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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 | $533,490 | $167,522+218.5% | $151,639+251.8% | $134,532+296.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.83% | 7.81%-28.6pp | 3.34%-24.2pp | 418.27%-439.1pp |
| Employer contribution / active EE | $8,030 | $6,828+17.6% | $6,165+30.3% | $4,741+69.4% |
| Participant deferral / active EE | $18,000 | $8,986+100.3% | $8,363+115.2% | $6,401+181.2% |
| Admin fee / account holder | $667 | $13,780-95.2% | $11,613-94.3% | $11,429-94.2% |