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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 | $620,433 | $105,853+486.1% | $90,752+583.7% | $134,493+361.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -13.48% | -10.99%-2.5pp | -12.16%-1.3pp | 418.01%-431.5pp |
| Employer contribution / active EE | $18,257 | $3,462+427.3% | $2,921+525.0% | $4,740+285.2% |
| Participant deferral / active EE | $5,850 | $5,216+12.2% | $4,564+28.2% | $6,400-8.6% |
| Admin fee / account holder | $53,074 | $13,938+280.8% | $8,446+528.4% | $11,425+364.5% |