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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 | $678,450 | $100,792+573.1% | $86,691+682.6% | $134,509+404.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.41% | 29.08%-45.5pp | 35.94%-52.3pp | 418.13%-434.5pp |
| Employer contribution / active EE | $40,500 | $3,491+1060.3% | $2,837+1327.6% | $4,741+754.3% |
| Participant deferral / active EE | $27,000 | $5,339+405.7% | $4,656+479.9% | $6,400+321.9% |
| Admin fee / account holder | $31,750 | $10,924+190.6% | $7,492+323.8% | $11,427+177.9% |