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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 | $349,931 | $152,591+129.3% | $117,529+197.7% | $134,545+160.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -18.06% | 53.04%-71.1pp | 29.77%-47.8pp | 418.37%-436.4pp |
| Employer contribution / active EE | $4,787 | $5,576-14.2% | $4,179+14.5% | $4,742+1.0% |
| Participant deferral / active EE | $6,602 | $4,821+36.9% | $4,072+62.1% | $6,401+3.1% |
| Admin fee / account holder | $11,024 | $7,004+57.4% | $5,645+95.3% | $11,431-3.6% |