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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 | $598,076 | $95,915+523.5% | $79,580+651.5% | $134,532+344.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -14.42% | -2.71%-11.7pp | 0.15%-14.6pp | 418.27%-432.7pp |
| Employer contribution / active EE | $22,000 | $3,129+603.1% | $2,413+811.6% | $4,741+364.0% |
| Participant deferral / active EE | $10,803 | $4,693+130.2% | $3,985+171.1% | $6,401+68.8% |
| Admin fee / account holder | $14,314 | $9,132+56.8% | $6,835+109.4% | $11,429+25.2% |