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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 | $729,592 | $190,916+282.2% | $160,037+355.9% | $134,545+442.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -14.97% | 552.79%-567.8pp | 408.95%-423.9pp | 418.37%-433.3pp |
| Employer contribution / active EE | $18,879 | $4,996+277.9% | $4,226+346.8% | $4,742+298.2% |
| Participant deferral / active EE | $18,646 | $6,925+169.3% | $6,184+201.5% | $6,401+191.3% |
| Admin fee / account holder | $7,178 | $10,497-31.6% | $8,716-17.7% | $11,431-37.2% |