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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 | $549,639 | $133,998+310.2% | $112,263+389.6% | $134,545+308.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.30% | 47.17%-59.5pp | 27.49%-39.8pp | 418.37%-430.7pp |
| Employer contribution / active EE | $25,646 | $4,040+534.8% | $3,636+605.3% | $4,742+440.9% |
| Participant deferral / active EE | $4,057 | $5,292-23.4% | $4,729-14.2% | $6,401-36.6% |
| Admin fee / account holder | $15,855 | $7,493+111.6% | $6,410+147.3% | $11,431+38.7% |