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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 | $285,462 | $133,998+113.0% | $112,263+154.3% | $134,545+112.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.23% | 47.17%-61.4pp | 27.49%-41.7pp | 418.37%-432.6pp |
| Employer contribution / active EE | $9,561 | $4,040+136.7% | $3,636+163.0% | $4,742+101.6% |
| Participant deferral / active EE | $7,443 | $5,292+40.6% | $4,729+57.4% | $6,401+16.3% |
| Admin fee / account holder | $57,789 | $7,493+671.3% | $6,410+801.5% | $11,431+405.6% |