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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 | $365,625 | $91,536+299.4% | $130,062+181.1% | $75,177+386.4% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 14.52% | -631.62%+646.1pp | -137.37%+151.9pp | 160.75%-146.2pp |
| Employer contribution / active EE | $9,593 | $2,845+237.2% | $4,322+121.9% | $2,671+259.1% |
| Participant deferral / active EE | $5,875 | $4,343+35.3% | $5,821+0.9% | $4,126+42.4% |
| Admin fee / account holder | $7,043 | $6,780+3.9% | $10,601-33.6% | $5,651+24.6% |