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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 | $633,031 | $142,409+344.5% | $119,634+429.1% | $134,545+370.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.08% | -12.46%-4.6pp | -14.98%-2.1pp | 418.37%-435.5pp |
| Employer contribution / active EE | $26,248 | $5,224+402.4% | $4,232+520.2% | $4,742+453.6% |
| Participant deferral / active EE | $8,061 | $6,468+24.6% | $5,601+43.9% | $6,401+25.9% |
| Admin fee / account holder | $1,345 | $13,594-90.1% | $10,329-87.0% | $11,431-88.2% |