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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 | $579,456 | $167,522+245.9% | $151,639+282.1% | $134,532+330.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.75% | 7.81%-26.6pp | 3.34%-22.1pp | 418.27%-437.0pp |
| Employer contribution / active EE | $25,158 | $6,828+268.5% | $6,165+308.1% | $4,741+430.6% |
| Participant deferral / active EE | $16,624 | $8,986+85.0% | $8,363+98.8% | $6,401+159.7% |
| Admin fee / account holder | $24,426 | $13,780+77.3% | $11,613+110.3% | $11,429+113.7% |