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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 | $532,094 | $100,811+427.8% | $86,698+513.7% | $134,545+295.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.72% | 29.11%-47.8pp | 35.96%-54.7pp | 418.37%-437.1pp |
| Employer contribution / active EE | $10,000 | $3,490+186.5% | $2,837+252.5% | $4,742+110.9% |
| Participant deferral / active EE | $9,615 | $5,339+80.1% | $4,656+106.5% | $6,401+50.2% |
| Admin fee / account holder | $7,435 | $10,926-32.0% | $7,492-0.8% | $11,431-35.0% |