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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 | $546,316 | $142,392+283.7% | $119,622+356.7% | $134,532+306.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.40% | -12.46%-3.9pp | -14.98%-1.4pp | 418.27%-434.7pp |
| Employer contribution / active EE | $18,385 | $5,224+251.9% | $4,232+334.4% | $4,741+287.8% |
| Participant deferral / active EE | $6,808 | $6,467+5.3% | $5,601+21.6% | $6,401+6.4% |
| Admin fee / account holder | $18,645 | $13,593+37.2% | $10,328+80.5% | $11,429+63.1% |