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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 | $778,823 | $138,076+464.1% | $123,553+530.4% | $135,380+475.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.34% | 153.70%-160.0pp | 119.21%-125.5pp | 519.81%-526.1pp |
| Employer contribution / active EE | $4,900 | $5,152-4.9% | $4,628+5.9% | $4,779+2.5% |
| Participant deferral / active EE | $24,310 | $6,800+257.5% | $6,426+278.3% | $5,609+333.4% |
| Admin fee / account holder | $813 | $10,917-92.6% | $9,284-91.2% | $10,828-92.5% |