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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 | $317,648 | $93,124+241.1% | $77,100+312.0% | $134,545+136.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -11.30% | 62.68%-74.0pp | 42.35%-53.7pp | 418.37%-429.7pp |
| Employer contribution / active EE | $14,479 | $3,421+323.2% | $2,815+414.4% | $4,742+205.4% |
| Participant deferral / active EE | $13,000 | $5,242+148.0% | $4,430+193.5% | $6,401+103.1% |
| Admin fee / account holder | $15,480 | $6,970+122.1% | $5,443+184.4% | $11,431+35.4% |