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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 | $706,684 | $106,557+563.2% | $91,227+674.6% | $134,545+425.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -16.54% | 160.81%-177.4pp | 114.14%-130.7pp | 418.37%-434.9pp |
| Employer contribution / active EE | $18,228 | $3,332+447.1% | $2,851+539.3% | $4,742+284.4% |
| Participant deferral / active EE | $14,658 | $4,719+210.6% | $4,234+246.2% | $6,401+129.0% |
| Admin fee / account holder | $9,468 | $6,235+51.8% | $5,423+74.6% | $11,431-17.2% |