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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 | $375,347 | $133,998+180.1% | $112,263+234.3% | $134,545+179.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.68% | 47.17%-65.9pp | 27.49%-46.2pp | 418.37%-437.0pp |
| Employer contribution / active EE | $13,263 | $4,040+228.3% | $3,636+264.8% | $4,742+179.7% |
| Participant deferral / active EE | $8,798 | $5,292+66.2% | $4,729+86.0% | $6,401+37.4% |
| Admin fee / account holder | $6,614 | $7,493-11.7% | $6,410+3.2% | $11,431-42.1% |