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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 | $799,513 | $100,811+693.1% | $86,698+822.2% | $134,545+494.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.89% | 29.11%-46.0pp | 35.96%-52.9pp | 418.37%-435.3pp |
| Employer contribution / active EE | $21,415 | $3,490+513.6% | $2,837+654.9% | $4,742+351.7% |
| Participant deferral / active EE | $13,828 | $5,339+159.0% | $4,656+197.0% | $6,401+116.0% |
| Admin fee / account holder | $20,585 | $10,926+88.4% | $7,492+174.8% | $11,431+80.1% |