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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 | $508,627 | $100,805+404.6% | $86,698+486.7% | $134,532+278.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.96% | 29.09%-49.0pp | 35.95%-55.9pp | 418.27%-438.2pp |
| Employer contribution / active EE | $34,550 | $3,490+890.0% | $2,837+1118.0% | $4,741+628.7% |
| Participant deferral / active EE | $7,439 | $5,339+39.3% | $4,656+59.8% | $6,401+16.2% |
| Admin fee / account holder | $4,901 | $10,925-55.1% | $7,493-34.6% | $11,429-57.1% |