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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 | $467,922 | $133,998+249.2% | $112,263+316.8% | $134,545+247.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -6.46% | 47.17%-53.6pp | 27.49%-33.9pp | 418.37%-424.8pp |
| Employer contribution / active EE | $19,276 | $4,040+377.1% | $3,636+430.1% | $4,742+306.5% |
| Participant deferral / active EE | $14,822 | $5,292+180.1% | $4,729+213.4% | $6,401+131.5% |
| Admin fee / account holder | $36,529 | $7,493+387.5% | $6,410+469.8% | $11,431+219.6% |