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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 | $481,766 | $190,879+152.4% | $160,009+201.1% | $134,532+258.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -16.97% | 552.63%-569.6pp | 408.85%-425.8pp | 418.27%-435.2pp |
| Employer contribution / active EE | $40,500 | $4,995+710.8% | $4,225+858.5% | $4,741+754.2% |
| Participant deferral / active EE | $23,750 | $6,924+243.0% | $6,183+284.1% | $6,401+271.0% |
| Admin fee / account holder | $6,154 | $10,495-41.4% | $8,715-29.4% | $11,429-46.2% |