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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 | $321,450 | $133,981+139.9% | $112,249+186.4% | $134,532+138.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.92% | 47.16%-62.1pp | 27.48%-42.4pp | 418.27%-433.2pp |
| Employer contribution / active EE | $15,000 | $4,040+271.3% | $3,636+312.5% | $4,741+216.4% |
| Participant deferral / active EE | $27,000 | $5,292+410.2% | $4,729+470.9% | $6,401+321.8% |
| Admin fee / account holder | $17,584 | $7,492+134.7% | $6,412+174.2% | $11,429+53.9% |