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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 | $361,656 | $133,998+169.9% | $112,263+222.2% | $134,545+168.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.19% | 47.17%-66.4pp | 27.49%-46.7pp | 418.37%-437.6pp |
| Employer contribution / active EE | $7,690 | $4,040+90.3% | $3,636+111.5% | $4,742+62.2% |
| Participant deferral / active EE | $10,694 | $5,292+102.1% | $4,729+126.1% | $6,401+67.1% |
| Admin fee / account holder | $36,593 | $7,493+388.4% | $6,410+470.8% | $11,431+220.1% |