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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 | $801,044 | $142,409+462.5% | $119,634+569.6% | $134,545+495.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.94% | -12.46%-4.5pp | -14.98%-2.0pp | 418.37%-435.3pp |
| Employer contribution / active EE | $11,222 | $5,224+114.8% | $4,232+165.2% | $4,742+136.7% |
| Participant deferral / active EE | $14,549 | $6,468+124.9% | $5,601+159.7% | $6,401+127.3% |
| Admin fee / account holder | $4,108 | $13,594-69.8% | $10,329-60.2% | $11,431-64.1% |