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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 | $553,415 | $133,998+313.0% | $112,263+393.0% | $134,545+311.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.62% | 47.17%-63.8pp | 27.49%-44.1pp | 418.37%-435.0pp |
| Employer contribution / active EE | $5,664 | $4,040+40.2% | $3,636+55.8% | $4,742+19.5% |
| Participant deferral / active EE | $12,357 | $5,292+133.5% | $4,729+161.3% | $6,401+93.0% |
| Admin fee / account holder | $57,848 | $7,493+672.0% | $6,410+802.4% | $11,431+406.1% |