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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 | $837,709 | $133,981+525.2% | $112,249+646.3% | $134,532+522.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.31% | 47.16%-61.5pp | 27.48%-41.8pp | 418.27%-432.6pp |
| Employer contribution / active EE | $19,643 | $4,040+386.2% | $3,636+440.2% | $4,741+314.3% |
| Participant deferral / active EE | $14,822 | $5,292+180.1% | $4,729+213.4% | $6,401+131.6% |
| Admin fee / account holder | $20,666 | $7,492+175.9% | $6,412+222.3% | $11,429+80.8% |