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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 | $335,543 | $133,981+150.4% | $112,249+198.9% | $134,532+149.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.24% | 47.16%-67.4pp | 27.48%-47.7pp | 418.27%-438.5pp |
| Employer contribution / active EE | $16,303 | $4,040+303.6% | $3,636+348.4% | $4,741+243.9% |
| Participant deferral / active EE | $14,654 | $5,292+176.9% | $4,729+209.9% | $6,401+128.9% |
| Admin fee / account holder | $4,394 | $7,492-41.4% | $6,412-31.5% | $11,429-61.6% |