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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 | $381,199 | $93,098+309.5% | $77,081+394.5% | $134,509+183.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -18.45% | 62.63%-81.1pp | 42.33%-60.8pp | 418.13%-436.6pp |
| Employer contribution / active EE | $5,423 | $3,419+58.6% | $2,813+92.7% | $4,741+14.4% |
| Participant deferral / active EE | $16,646 | $5,239+217.7% | $4,428+275.9% | $6,400+160.1% |
| Admin fee / account holder | $67,928 | $6,945+878.1% | $5,427+1151.8% | $11,427+494.5% |