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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 | $283,924 | $93,117+204.9% | $77,096+268.3% | $134,532+111.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.46% | 62.67%-79.1pp | 42.35%-58.8pp | 418.27%-434.7pp |
| Employer contribution / active EE | $4,205 | $3,420+22.9% | $2,814+49.4% | $4,741-11.3% |
| Participant deferral / active EE | $8,205 | $5,241+56.5% | $4,429+85.2% | $6,401+28.2% |
| Admin fee / account holder | $17,732 | $6,948+155.2% | $5,428+226.6% | $11,429+55.2% |