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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 | $327,864 | $133,998+144.7% | $112,263+192.0% | $134,545+143.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.24% | 47.17%-60.4pp | 27.49%-40.7pp | 418.37%-431.6pp |
| Employer contribution / active EE | $11,900 | $4,040+194.5% | $3,636+227.3% | $4,742+151.0% |
| Participant deferral / active EE | $6,900 | $5,292+30.4% | $4,729+45.9% | $6,401+7.8% |
| Admin fee / account holder | $17,713 | $7,493+136.4% | $6,410+176.3% | $11,431+55.0% |