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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 | $622,166 | $127,096+389.5% | $105,736+488.4% | $135,380+359.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -7.83% | 4.49%-12.3pp | 6.27%-14.1pp | 519.81%-527.6pp |
| Employer contribution / active EE | $24,073 | $4,107+486.2% | $3,268+636.6% | $4,779+403.7% |
| Participant deferral / active EE | $18,500 | $5,064+265.3% | $4,080+353.4% | $5,609+229.8% |
| Admin fee / account holder | $9,700 | $9,087+6.7% | $6,913+40.3% | $10,828-10.4% |