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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 | $723,682 | $129,960+456.8% | $104,299+593.9% | $134,545+437.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -11.81% | 42.06%-53.9pp | 24.62%-36.4pp | 418.37%-430.2pp |
| Employer contribution / active EE | $38,501 | $4,186+819.7% | $3,373+1041.4% | $4,742+712.0% |
| Participant deferral / active EE | $27,000 | $5,589+383.1% | $4,626+483.7% | $6,401+321.8% |
| Admin fee / account holder | $563 | $9,324-94.0% | $7,339-92.3% | $11,431-95.1% |