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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 | $419,956 | $167,522+150.7% | $151,639+176.9% | $134,532+212.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.31% | 7.81%-25.1pp | 3.34%-20.6pp | 418.27%-435.6pp |
| Employer contribution / active EE | $17,344 | $6,828+154.0% | $6,165+181.3% | $4,741+265.8% |
| Participant deferral / active EE | $16,374 | $8,986+82.2% | $8,363+95.8% | $6,401+155.8% |
| Admin fee / account holder | $3,846 | $13,780-72.1% | $11,613-66.9% | $11,429-66.3% |