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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 | $479,169 | $168,635+184.1% | $147,617+224.6% | $125,389+282.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.77% | 77.65%-78.4pp | 61.98%-62.8pp | 282.24%-283.0pp |
| Employer contribution / active EE | $24,983 | $6,252+299.6% | $5,564+349.0% | $4,866+413.4% |
| Participant deferral / active EE | $13,867 | $5,507+151.8% | $4,895+183.3% | $5,352+159.1% |
| Admin fee / account holder | $689 | $13,580-94.9% | $11,612-94.1% | $9,541-92.8% |