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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 | $384,397 | $100,811+281.3% | $86,698+343.4% | $134,545+185.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -14.36% | 29.11%-43.5pp | 35.96%-50.3pp | 418.37%-432.7pp |
| Employer contribution / active EE | $13,146 | $3,490+276.7% | $2,837+363.4% | $4,742+177.3% |
| Participant deferral / active EE | $10,419 | $5,339+95.1% | $4,656+123.8% | $6,401+62.8% |
| Admin fee / account holder | $98,192 | $10,926+798.7% | $7,492+1210.6% | $11,431+759.0% |