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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 | $403,687 | $133,981+201.3% | $112,249+259.6% | $134,532+200.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.74% | 47.16%-59.9pp | 27.48%-40.2pp | 418.27%-431.0pp |
| Employer contribution / active EE | $10,185 | $4,040+152.1% | $3,636+180.1% | $4,741+114.8% |
| Participant deferral / active EE | $18,170 | $5,292+243.4% | $4,729+284.2% | $6,401+183.9% |
| Admin fee / account holder | $2,837 | $7,492-62.1% | $6,412-55.8% | $11,429-75.2% |