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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 | $389,023 | $106,557+265.1% | $91,227+326.4% | $134,545+189.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -13.60% | 160.81%-174.4pp | 114.14%-127.7pp | 418.37%-432.0pp |
| Employer contribution / active EE | $21,563 | $3,332+547.2% | $2,851+656.3% | $4,742+354.8% |
| Participant deferral / active EE | $27,000 | $4,719+472.2% | $4,234+537.7% | $6,401+321.8% |
| Admin fee / account holder | $6,096 | $6,235-2.2% | $5,423+12.4% | $11,431-46.7% |