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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 | $761,348 | $190,879+298.9% | $160,009+375.8% | $134,532+465.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -9.40% | 552.63%-562.0pp | 408.85%-418.2pp | 418.27%-427.7pp |
| Employer contribution / active EE | $12,500 | $4,995+150.3% | $4,225+195.8% | $4,741+163.7% |
| Participant deferral / active EE | $30,000 | $6,924+333.3% | $6,183+385.2% | $6,401+368.7% |
| Admin fee / account holder | $7,538 | $10,495-28.2% | $8,715-13.5% | $11,429-34.0% |