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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 | $747,024 | $167,353+346.4% | $143,797+419.5% | $134,545+455.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.32% | 0.48%-14.8pp | -0.04%-14.3pp | 418.37%-432.7pp |
| Employer contribution / active EE | $13,686 | $5,620+143.5% | $4,952+176.4% | $4,742+188.6% |
| Participant deferral / active EE | $15,563 | $6,447+141.4% | $5,638+176.0% | $6,401+143.1% |
| Admin fee / account holder | $20,299 | $18,096+12.2% | $14,679+38.3% | $11,431+77.6% |