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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 | $561,450 | $140,578+299.4% | $100,671+457.7% | $125,389+347.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -0.49% | 24.67%-25.2pp | 20.43%-20.9pp | 282.24%-282.7pp |
| Employer contribution / active EE | $21,650 | $5,965+262.9% | $4,012+439.6% | $4,866+344.9% |
| Participant deferral / active EE | $17,398 | $3,981+337.0% | $3,144+453.4% | $5,352+225.1% |
| Admin fee / account holder | $13,952 | $6,716+107.7% | $4,850+187.7% | $9,541+46.2% |