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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 | $499,075 | $175,646+184.1% | $129,118+286.5% | $134,545+270.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.2%+22.8pp | 81.2%+18.8pp |
| Annual return | -14.78% | -11.39%-3.4pp | -10.94%-3.8pp | 418.37%-433.1pp |
| Employer contribution / active EE | $27,756 | $6,355+336.7% | $5,051+449.5% | $4,742+485.4% |
| Participant deferral / active EE | $13,663 | $7,970+71.4% | $6,539+108.9% | $6,401+113.4% |
| Admin fee / account holder | $2,991 | $23,578-87.3% | $14,305-79.1% | $11,431-73.8% |