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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 | $390,024 | $100,811+286.9% | $86,698+349.9% | $134,545+189.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.76% | 29.11%-44.9pp | 35.96%-51.7pp | 418.37%-434.1pp |
| Employer contribution / active EE | $9,926 | $3,490+184.4% | $2,837+249.9% | $4,742+109.3% |
| Participant deferral / active EE | $7,688 | $5,339+44.0% | $4,656+65.1% | $6,401+20.1% |
| Admin fee / account holder | $10,705 | $10,926-2.0% | $7,492+42.9% | $11,431-6.4% |