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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 | $518,297 | $129,960+298.8% | $104,299+396.9% | $134,545+285.2% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -16.83% | 42.06%-58.9pp | 24.62%-41.5pp | 418.37%-435.2pp |
| Employer contribution / active EE | $9,451 | $4,186+125.8% | $3,373+180.2% | $4,742+99.3% |
| Participant deferral / active EE | $7,421 | $5,589+32.8% | $4,626+60.4% | $6,401+15.9% |
| Admin fee / account holder | $112,076 | $9,324+1102.1% | $7,339+1427.0% | $11,431+880.5% |