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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 | $590,984 | $167,353+253.1% | $143,797+311.0% | $134,545+339.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.87% | 0.48%-20.3pp | -0.04%-19.8pp | 418.37%-438.2pp |
| Employer contribution / active EE | $37,416 | $5,620+565.7% | $4,952+655.5% | $4,742+689.1% |
| Participant deferral / active EE | $17,452 | $6,447+170.7% | $5,638+209.5% | $6,401+172.6% |
| Admin fee / account holder | $25,116 | $18,096+38.8% | $14,679+71.1% | $11,431+119.7% |