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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 | $545,161 | $100,811+440.8% | $86,698+528.8% | $134,545+305.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -13.03% | 29.11%-42.1pp | 35.96%-49.0pp | 418.37%-431.4pp |
| Employer contribution / active EE | $40,500 | $3,490+1060.4% | $2,837+1327.7% | $4,742+754.2% |
| Participant deferral / active EE | $24,833 | $5,339+365.1% | $4,656+433.3% | $6,401+287.9% |
| Admin fee / account holder | $4,493 | $10,926-58.9% | $7,492-40.0% | $11,431-60.7% |