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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 | $538,630 | $190,879+182.2% | $160,009+236.6% | $134,532+300.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -13.35% | 552.63%-566.0pp | 408.85%-422.2pp | 418.27%-431.6pp |
| Employer contribution / active EE | $22,910 | $4,995+358.7% | $4,225+442.2% | $4,741+383.2% |
| Participant deferral / active EE | $17,072 | $6,924+146.6% | $6,183+176.1% | $6,401+166.7% |
| Admin fee / account holder | $75,352 | $10,495+618.0% | $8,715+764.6% | $11,429+559.3% |