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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 | $558,355 | $190,862+192.5% | $159,991+249.0% | $134,509+315.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -14.77% | 552.59%-567.4pp | 408.82%-423.6pp | 418.13%-432.9pp |
| Employer contribution / active EE | $48,000 | $4,995+861.0% | $4,225+1036.1% | $4,741+912.5% |
| Participant deferral / active EE | $19,500 | $6,924+181.6% | $6,183+215.4% | $6,400+204.7% |
| Admin fee / account holder | $4,207 | $10,495-59.9% | $8,715-51.7% | $11,427-63.2% |