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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 | $591,190 | $100,805+486.5% | $86,698+581.9% | $134,532+339.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -11.46% | 29.09%-40.5pp | 35.95%-47.4pp | 418.27%-429.7pp |
| Employer contribution / active EE | $29,624 | $3,490+748.8% | $2,837+944.3% | $4,741+524.8% |
| Participant deferral / active EE | $9,795 | $5,339+83.5% | $4,656+110.4% | $6,401+53.0% |
| Admin fee / account holder | $15,342 | $10,925+40.4% | $7,493+104.8% | $11,429+34.2% |