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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 | $903,037 | $140,592+542.3% | $123,105+633.5% | $125,389+620.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -1.27% | 16.80%-18.1pp | 13.22%-14.5pp | 282.24%-283.5pp |
| Employer contribution / active EE | $14,375 | $6,041+138.0% | $5,151+179.1% | $4,866+195.4% |
| Participant deferral / active EE | $5,480 | $6,980-21.5% | $6,229-12.0% | $5,352+2.4% |
| Admin fee / account holder | $5,172 | $11,198-53.8% | $9,014-42.6% | $9,541-45.8% |