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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 | $564,308 | $129,960+334.2% | $104,299+441.0% | $134,545+319.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -20.25% | 42.06%-62.3pp | 24.62%-44.9pp | 418.37%-438.6pp |
| Employer contribution / active EE | $13,185 | $4,186+215.0% | $3,373+290.9% | $4,742+178.1% |
| Participant deferral / active EE | $14,605 | $5,589+161.3% | $4,626+215.7% | $6,401+128.2% |
| Admin fee / account holder | $19,110 | $9,324+105.0% | $7,339+160.4% | $11,431+67.2% |