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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 | $273,855 | $134,001+104.4% | $112,258+144.0% | $134,509+103.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -11.47% | 47.15%-58.6pp | 27.47%-38.9pp | 418.13%-429.6pp |
| Employer contribution / active EE | $11,617 | $4,039+187.6% | $3,636+219.5% | $4,741+145.1% |
| Participant deferral / active EE | $11,531 | $5,291+117.9% | $4,728+143.9% | $6,400+80.2% |
| Admin fee / account holder | $13,680 | $7,491+82.6% | $6,411+113.4% | $11,427+19.7% |