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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 | $626,278 | $133,981+367.4% | $112,249+457.9% | $134,532+365.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -11.30% | 47.16%-58.5pp | 27.48%-38.8pp | 418.27%-429.6pp |
| Employer contribution / active EE | $16,802 | $4,040+315.9% | $3,636+362.1% | $4,741+254.4% |
| Participant deferral / active EE | $13,276 | $5,292+150.9% | $4,729+180.7% | $6,401+107.4% |
| Admin fee / account holder | $2,224 | $7,492-70.3% | $6,412-65.3% | $11,429-80.5% |