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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 | $987,640 | $142,392+593.6% | $119,622+725.6% | $134,532+634.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.47% | -12.46%-3.0pp | -14.98%-0.5pp | 418.27%-433.7pp |
| Employer contribution / active EE | $29,026 | $5,224+455.7% | $4,232+585.8% | $4,741+512.2% |
| Participant deferral / active EE | $7,481 | $6,467+15.7% | $5,601+33.6% | $6,401+16.9% |
| Admin fee / account holder | $18,546 | $13,593+36.4% | $10,328+79.6% | $11,429+62.3% |