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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 | $329,899 | $142,409+131.7% | $119,634+175.8% | $134,545+145.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 5.49% | -12.46%+17.9pp | -14.98%+20.5pp | 418.37%-412.9pp |
| Employer contribution / active EE | $17,756 | $5,224+239.9% | $4,232+319.5% | $4,742+274.5% |
| Participant deferral / active EE | $6,750 | $6,468+4.4% | $5,601+20.5% | $6,401+5.4% |
| Admin fee / account holder | $4,017 | $13,594-70.5% | $10,329-61.1% | $11,431-64.9% |