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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 | $416,280 | $100,792+313.0% | $86,691+380.2% | $134,509+209.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.02% | 29.08%-44.1pp | 35.94%-51.0pp | 418.13%-433.1pp |
| Employer contribution / active EE | $15,900 | $3,491+355.5% | $2,837+460.5% | $4,741+235.4% |
| Participant deferral / active EE | $10,150 | $5,339+90.1% | $4,656+118.0% | $6,400+58.6% |
| Admin fee / account holder | $966 | $10,924-91.2% | $7,492-87.1% | $11,427-91.5% |