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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 | $743,953 | $142,409+422.4% | $119,634+521.9% | $134,545+452.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.26% | -12.46%-2.8pp | -14.98%-0.3pp | 418.37%-433.6pp |
| Employer contribution / active EE | $13,519 | $5,224+158.8% | $4,232+219.4% | $4,742+185.1% |
| Participant deferral / active EE | $10,820 | $6,468+67.3% | $5,601+93.2% | $6,401+69.0% |
| Admin fee / account holder | $5,490 | $13,594-59.6% | $10,329-46.9% | $11,431-52.0% |