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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 | $538,528 | $106,551+405.4% | $91,225+490.3% | $134,532+300.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -14.53% | 160.78%-175.3pp | 114.12%-128.6pp | 418.27%-432.8pp |
| Employer contribution / active EE | $10,877 | $3,331+226.5% | $2,851+281.5% | $4,741+129.4% |
| Participant deferral / active EE | $12,200 | $4,718+158.6% | $4,233+188.2% | $6,401+90.6% |
| Admin fee / account holder | $450 | $6,234-92.8% | $5,422-91.7% | $11,429-96.1% |