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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 | $849,048 | $190,879+344.8% | $160,009+430.6% | $134,532+531.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -16.52% | 552.63%-569.2pp | 408.85%-425.4pp | 418.27%-434.8pp |
| Employer contribution / active EE | $20,974 | $4,995+319.9% | $4,225+396.4% | $4,741+342.4% |
| Participant deferral / active EE | $14,779 | $6,924+113.4% | $6,183+139.0% | $6,401+130.9% |
| Admin fee / account holder | $21,584 | $10,495+105.7% | $8,715+147.7% | $11,429+88.9% |