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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 | $403,276 | $133,998+201.0% | $112,263+259.2% | $134,545+199.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -9.54% | 47.17%-56.7pp | 27.49%-37.0pp | 418.37%-427.9pp |
| Employer contribution / active EE | $18,111 | $4,040+348.3% | $3,636+398.1% | $4,742+282.0% |
| Participant deferral / active EE | $15,010 | $5,292+183.6% | $4,729+217.4% | $6,401+134.5% |
| Admin fee / account holder | $17,445 | $7,493+132.8% | $6,410+172.1% | $11,431+52.6% |