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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 | $282,507 | $133,981+110.9% | $112,249+151.7% | $134,532+110.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.89% | 47.16%-63.0pp | 27.48%-43.4pp | 418.27%-434.2pp |
| Employer contribution / active EE | $7,669 | $4,040+89.8% | $3,636+110.9% | $4,741+61.8% |
| Participant deferral / active EE | $18,427 | $5,292+248.2% | $4,729+289.7% | $6,401+187.9% |
| Admin fee / account holder | $7,915 | $7,492+5.6% | $6,412+23.4% | $11,429-30.7% |