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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 | $736,455 | $167,362+340.0% | $143,799+412.1% | $134,532+447.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.15% | 0.47%-14.6pp | -0.04%-14.1pp | 418.27%-432.4pp |
| Employer contribution / active EE | $40,500 | $5,620+620.6% | $4,952+717.8% | $4,741+754.2% |
| Participant deferral / active EE | $19,500 | $6,447+202.4% | $5,638+245.8% | $6,401+204.6% |
| Admin fee / account holder | $4,203 | $18,094-76.8% | $14,677-71.4% | $11,429-63.2% |