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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 | $129,943+334.3% | $104,303+441.0% | $134,493+319.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -20.25% | 42.03%-62.3pp | 24.61%-44.9pp | 418.01%-438.3pp |
| Employer contribution / active EE | $13,185 | $4,185+215.1% | $3,372+290.9% | $4,740+178.2% |
| Participant deferral / active EE | $14,605 | $5,588+161.3% | $4,625+215.8% | $6,400+128.2% |
| Admin fee / account holder | $19,110 | $9,323+105.0% | $7,340+160.4% | $11,425+67.3% |