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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 | $744,118 | $133,998+455.3% | $112,263+562.8% | $134,545+453.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -9.30% | 47.17%-56.5pp | 27.49%-36.8pp | 418.37%-427.7pp |
| Employer contribution / active EE | $32,128 | $4,040+695.2% | $3,636+783.6% | $4,742+577.6% |
| Participant deferral / active EE | $11,198 | $5,292+111.6% | $4,729+136.8% | $6,401+74.9% |
| Admin fee / account holder | $66,776 | $7,493+791.2% | $6,410+941.7% | $11,431+484.2% |