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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 | $305,706 | $106,551+186.9% | $91,225+235.1% | $134,532+127.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -13.66% | 160.78%-174.4pp | 114.12%-127.8pp | 418.27%-431.9pp |
| Employer contribution / active EE | $1,712 | $3,331-48.6% | $2,851-39.9% | $4,741-63.9% |
| Participant deferral / active EE | $6,384 | $4,718+35.3% | $4,233+50.8% | $6,401-0.3% |
| Admin fee / account holder | $12,017 | $6,234+92.7% | $5,422+121.6% | $11,429+5.1% |