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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 | $517,012 | $129,959+297.8% | $104,301+395.7% | $134,509+284.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -17.84% | 42.04%-59.9pp | 24.61%-42.5pp | 418.13%-436.0pp |
| Employer contribution / active EE | $26,852 | $4,185+541.5% | $3,373+696.1% | $4,741+466.4% |
| Participant deferral / active EE | $9,213 | $5,589+64.8% | $4,626+99.2% | $6,400+43.9% |
| Admin fee / account holder | $10,858 | $9,325+16.4% | $7,340+47.9% | $11,427-5.0% |