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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 | $771,897 | $100,805+665.7% | $86,698+790.3% | $134,532+473.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.46% | 29.09%-47.5pp | 35.95%-54.4pp | 418.27%-436.7pp |
| Employer contribution / active EE | $22,966 | $3,490+558.0% | $2,837+709.6% | $4,741+384.4% |
| Participant deferral / active EE | $6,253 | $5,339+17.1% | $4,656+34.3% | $6,401-2.3% |
| Admin fee / account holder | $56,236 | $10,925+414.7% | $7,493+650.6% | $11,429+392.1% |