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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 | $419,484 | $106,549+293.7% | $91,225+359.8% | $134,509+211.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -11.57% | 160.73%-172.3pp | 114.10%-125.7pp | 418.13%-429.7pp |
| Employer contribution / active EE | $40,500 | $3,331+1115.7% | $2,851+1320.6% | $4,741+754.3% |
| Participant deferral / active EE | $20,500 | $4,719+334.4% | $4,234+384.2% | $6,400+220.3% |
| Admin fee / account holder | $2,933 | $6,234-52.9% | $5,422-45.9% | $11,427-74.3% |