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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 | $488,513 | $100,811+384.6% | $86,698+463.5% | $134,545+263.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -14.49% | 29.11%-43.6pp | 35.96%-50.5pp | 418.37%-432.9pp |
| Employer contribution / active EE | $13,461 | $3,490+285.7% | $2,837+374.5% | $4,742+183.9% |
| Participant deferral / active EE | $12,835 | $5,339+140.4% | $4,656+175.7% | $6,401+100.5% |
| Admin fee / account holder | $8,378 | $10,926-23.3% | $7,492+11.8% | $11,431-26.7% |