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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 | $660,930 | $105,866+524.3% | $90,766+628.2% | $134,545+391.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -15.64% | -10.99%-4.6pp | -12.16%-3.5pp | 418.37%-434.0pp |
| Employer contribution / active EE | $39,454 | $3,464+1039.1% | $2,922+1250.4% | $4,742+732.1% |
| Participant deferral / active EE | $18,710 | $5,217+258.6% | $4,565+309.9% | $6,401+192.3% |
| Admin fee / account holder | $1,710 | $13,938-87.7% | $8,446-79.8% | $11,431-85.0% |