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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 | $992,471 | $152,591+550.4% | $117,529+744.4% | $134,545+637.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -12.65% | 53.04%-65.7pp | 29.77%-42.4pp | 418.37%-431.0pp |
| Employer contribution / active EE | $24,782 | $5,576+344.4% | $4,179+493.0% | $4,742+422.7% |
| Participant deferral / active EE | $19,250 | $4,821+299.3% | $4,072+372.7% | $6,401+200.7% |
| Admin fee / account holder | $23,959 | $7,004+242.1% | $5,645+324.4% | $11,431+109.6% |