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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 | $726,656 | $190,879+280.7% | $160,009+354.1% | $134,532+440.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -12.22% | 552.63%-564.9pp | 408.85%-421.1pp | 418.27%-430.5pp |
| Employer contribution / active EE | $9,420 | $4,995+88.6% | $4,225+123.0% | $4,741+98.7% |
| Participant deferral / active EE | $9,002 | $6,924+30.0% | $6,183+45.6% | $6,401+40.6% |
| Admin fee / account holder | $3,082 | $10,495-70.6% | $8,715-64.6% | $11,429-73.0% |