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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 | $337,237 | $133,998+151.7% | $112,263+200.4% | $134,545+150.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.13% | 47.17%-61.3pp | 27.49%-41.6pp | 418.37%-432.5pp |
| Employer contribution / active EE | $9,782 | $4,040+142.1% | $3,636+169.0% | $4,742+106.3% |
| Participant deferral / active EE | $14,703 | $5,292+177.8% | $4,729+210.9% | $6,401+129.7% |
| Admin fee / account holder | $110,464 | $7,493+1374.3% | $6,410+1623.2% | $11,431+866.4% |