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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 | $794,230 | $133,998+492.7% | $112,263+607.5% | $134,545+490.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.28% | 47.17%-65.5pp | 27.49%-45.8pp | 418.37%-436.7pp |
| Employer contribution / active EE | $27,605 | $4,040+583.3% | $3,636+659.2% | $4,742+482.2% |
| Participant deferral / active EE | $8,480 | $5,292+60.2% | $4,729+79.3% | $6,401+32.5% |
| Admin fee / account holder | $1,582 | $7,493-78.9% | $6,410-75.3% | $11,431-86.2% |