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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 | $541,470 | $190,879+183.7% | $160,009+238.4% | $134,532+302.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -14.50% | 552.63%-567.1pp | 408.85%-423.3pp | 418.27%-432.8pp |
| Employer contribution / active EE | $19,848 | $4,995+297.4% | $4,225+369.7% | $4,741+318.6% |
| Participant deferral / active EE | $9,259 | $6,924+33.7% | $6,183+49.7% | $6,401+44.6% |
| Admin fee / account holder | $1,785 | $10,495-83.0% | $8,715-79.5% | $11,429-84.4% |