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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 | $749,004 | $82,324+809.8% | $68,803+988.6% | $134,545+456.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -9.81% | -2.17%-7.6pp | -6.37%-3.4pp | 418.37%-428.2pp |
| Employer contribution / active EE | $28,278 | $3,302+756.5% | $2,656+964.8% | $4,742+496.4% |
| Participant deferral / active EE | $15,774 | $4,740+232.8% | $3,942+300.2% | $6,401+146.4% |
| Admin fee / account holder | $12,694 | $6,485+95.8% | $4,936+157.2% | $11,431+11.1% |