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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 | $915,968 | $133,981+583.7% | $112,249+716.0% | $134,532+580.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.90% | 47.16%-60.1pp | 27.48%-40.4pp | 418.27%-431.2pp |
| Employer contribution / active EE | $22,576 | $4,040+458.8% | $3,636+520.9% | $4,741+376.2% |
| Participant deferral / active EE | $25,600 | $5,292+383.8% | $4,729+441.3% | $6,401+299.9% |
| Admin fee / account holder | $10,856 | $7,492+44.9% | $6,412+69.3% | $11,429-5.0% |