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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 | $323,473 | $100,805+220.9% | $86,698+273.1% | $134,532+140.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.92% | 29.09%-45.0pp | 35.95%-51.9pp | 418.27%-434.2pp |
| Employer contribution / active EE | $25,698 | $3,490+636.3% | $2,837+805.9% | $4,741+442.0% |
| Participant deferral / active EE | $6,750 | $5,339+26.4% | $4,656+45.0% | $6,401+5.5% |
| Admin fee / account holder | $5,185 | $10,925-52.5% | $7,493-30.8% | $11,429-54.6% |