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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 | $578,114 | $133,981+331.5% | $112,249+415.0% | $134,532+329.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -10.22% | 47.16%-57.4pp | 27.48%-37.7pp | 418.27%-428.5pp |
| Employer contribution / active EE | $31,407 | $4,040+677.4% | $3,636+763.8% | $4,741+562.4% |
| Participant deferral / active EE | $14,344 | $5,292+171.0% | $4,729+203.3% | $6,401+124.1% |
| Admin fee / account holder | $5,387 | $7,492-28.1% | $6,412-16.0% | $11,429-52.9% |