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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 | $631,098 | $133,981+371.0% | $112,249+462.2% | $134,532+369.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.52% | 47.16%-60.7pp | 27.48%-41.0pp | 418.27%-431.8pp |
| Employer contribution / active EE | $18,452 | $4,040+356.8% | $3,636+407.5% | $4,741+289.2% |
| Participant deferral / active EE | $19,750 | $5,292+273.2% | $4,729+317.6% | $6,401+208.6% |
| Admin fee / account holder | $611 | $7,492-91.8% | $6,412-90.5% | $11,429-94.7% |