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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 | $392,146 | $133,981+192.7% | $112,249+249.4% | $134,532+191.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.23% | 47.16%-60.4pp | 27.48%-40.7pp | 418.27%-431.5pp |
| Employer contribution / active EE | $14,569 | $4,040+260.6% | $3,636+300.7% | $4,741+207.3% |
| Participant deferral / active EE | $10,726 | $5,292+102.7% | $4,729+126.8% | $6,401+67.6% |
| Admin fee / account holder | $29,716 | $7,492+296.6% | $6,412+363.4% | $11,429+160.0% |