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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 | $473,758 | $133,998+253.6% | $112,263+322.0% | $134,545+252.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.94% | 47.17%-62.1pp | 27.49%-42.4pp | 418.37%-433.3pp |
| Employer contribution / active EE | $4,523 | $4,040+12.0% | $3,636+24.4% | $4,742-4.6% |
| Participant deferral / active EE | $15,600 | $5,292+194.8% | $4,729+229.9% | $6,401+143.7% |
| Admin fee / account holder | $3,569 | $7,493-52.4% | $6,410-44.3% | $11,431-68.8% |