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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 | $329,451 | $95,975+243.3% | $74,549+341.9% | $135,379+143.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -3.90% | 56.96%-60.9pp | 32.53%-36.4pp | 519.79%-523.7pp |
| Employer contribution / active EE | $7,929 | $2,716+191.9% | $1,961+304.3% | $4,779+65.9% |
| Participant deferral / active EE | $6,112 | $3,844+59.0% | $3,108+96.6% | $5,609+9.0% |
| Admin fee / account holder | $782 | $6,522-88.0% | $5,059-84.5% | $10,828-92.8% |