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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 | $394,093 | $147,727+166.8% | $115,756+240.5% | $134,545+192.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | -20.48% | 73.96%-94.4pp | 143.14%-163.6pp | 418.37%-438.8pp |
| Employer contribution / active EE | $10,200 | $4,713+116.4% | $3,793+168.9% | $4,742+115.1% |
| Participant deferral / active EE | $20,500 | $7,563+171.1% | $6,254+227.8% | $6,401+220.2% |
| Admin fee / account holder | $6,941 | $14,571-52.4% | $8,124-14.6% | $11,431-39.3% |