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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 | $488,935 | $190,879+156.1% | $160,009+205.6% | $134,532+263.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -12.25% | 552.63%-564.9pp | 408.85%-421.1pp | 418.27%-430.5pp |
| Employer contribution / active EE | $31,800 | $4,995+536.6% | $4,225+652.6% | $4,741+570.7% |
| Participant deferral / active EE | $27,000 | $6,924+289.9% | $6,183+336.7% | $6,401+321.8% |
| Admin fee / account holder | $2,203 | $10,495-79.0% | $8,715-74.7% | $11,429-80.7% |