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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 | $633,609 | $133,981+372.9% | $112,249+464.5% | $134,532+371.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.02% | 47.16%-61.2pp | 27.48%-41.5pp | 418.27%-432.3pp |
| Employer contribution / active EE | $24,741 | $4,040+512.4% | $3,636+580.4% | $4,741+421.8% |
| Participant deferral / active EE | $15,336 | $5,292+189.8% | $4,729+224.3% | $6,401+139.6% |
| Admin fee / account holder | $4,102 | $7,492-45.2% | $6,412-36.0% | $11,429-64.1% |