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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 | $467,480 | $167,522+179.1% | $151,639+208.3% | $134,532+247.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -7.10% | 7.81%-14.9pp | 3.34%-10.4pp | 418.27%-425.4pp |
| Employer contribution / active EE | $8,124 | $6,828+19.0% | $6,165+31.8% | $4,741+71.3% |
| Participant deferral / active EE | $21,847 | $8,986+143.1% | $8,363+161.2% | $6,401+241.3% |
| Admin fee / account holder | $154,747 | $13,780+1023.0% | $11,613+1232.5% | $11,429+1254.0% |