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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 | $587,256 | $134,001+338.2% | $112,258+423.1% | $134,509+336.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.46% | 47.15%-59.6pp | 27.47%-39.9pp | 418.13%-430.6pp |
| Employer contribution / active EE | $3,077 | $4,039-23.8% | $3,636-15.4% | $4,741-35.1% |
| Participant deferral / active EE | $24,833 | $5,291+369.3% | $4,728+425.2% | $6,400+288.0% |
| Admin fee / account holder | $1,711 | $7,491-77.2% | $6,411-73.3% | $11,427-85.0% |