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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 | $275,514 | $133,998+105.6% | $112,263+145.4% | $134,545+104.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.44% | 47.17%-63.6pp | 27.49%-43.9pp | 418.37%-434.8pp |
| Employer contribution / active EE | $6,500 | $4,040+60.9% | $3,636+78.8% | $4,742+37.1% |
| Participant deferral / active EE | $6,500 | $5,292+22.8% | $4,729+37.4% | $6,401+1.5% |
| Admin fee / account holder | $744 | $7,493-90.1% | $6,410-88.4% | $11,431-93.5% |