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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 | $294,989 | $67,372+337.9% | $60,906+384.3% | $134,532+119.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -17.88% | 50.05%-67.9pp | 16.94%-34.8pp | 418.27%-436.1pp |
| Employer contribution / active EE | $6,329 | $3,099+104.2% | $2,703+134.1% | $4,741+33.5% |
| Participant deferral / active EE | $17,954 | $4,532+296.1% | $3,814+370.7% | $6,401+180.5% |
| Admin fee / account holder | $3,393 | $4,588-26.0% | $3,227+5.2% | $11,429-70.3% |