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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 | $152,527+129.4% | $117,490+197.8% | $134,493+160.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -18.06% | 53.00%-71.1pp | 29.75%-47.8pp | 418.01%-436.1pp |
| Employer contribution / active EE | $4,787 | $5,572-14.1% | $4,177+14.6% | $4,740+1.0% |
| Participant deferral / active EE | $6,602 | $4,818+37.0% | $4,071+62.2% | $6,400+3.2% |
| Admin fee / account holder | $11,024 | $7,005+57.4% | $5,646+95.3% | $11,425-3.5% |