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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 | $873,498 | $129,960+572.1% | $104,299+737.5% | $134,545+549.2% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -19.87% | 42.06%-61.9pp | 24.62%-44.5pp | 418.37%-438.2pp |
| Employer contribution / active EE | $24,500 | $4,186+485.3% | $3,373+626.3% | $4,742+416.7% |
| Participant deferral / active EE | $27,000 | $5,589+383.1% | $4,626+483.7% | $6,401+321.8% |
| Admin fee / account holder | $17,235 | $9,324+84.8% | $7,339+134.8% | $11,431+50.8% |