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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 | $388,782 | $100,811+285.7% | $86,698+348.4% | $134,545+189.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -14.42% | 29.11%-43.5pp | 35.96%-50.4pp | 418.37%-432.8pp |
| Employer contribution / active EE | $15,092 | $3,490+332.4% | $2,837+432.0% | $4,742+218.3% |
| Participant deferral / active EE | $21,053 | $5,339+294.3% | $4,656+352.1% | $6,401+228.9% |
| Admin fee / account holder | $57,475 | $10,926+426.0% | $7,492+667.2% | $11,431+402.8% |