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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 | $994,270 | $131,835+654.2% | $108,582+815.7% | $273,972+262.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.45% | -91.57%+98.0pp | -51.70%+58.1pp | 41.46%-35.0pp |
| Employer contribution / active EE | $12,000 | $4,913+144.3% | $3,758+219.3% | $4,869+146.5% |
| Participant deferral / active EE | $12,000 | $5,127+134.0% | $4,311+178.4% | $5,287+127.0% |
| Admin fee / account holder | $443 | $10,253-95.7% | $7,645-94.2% | $10,133-95.6% |