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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 | $318,154 | $95,979+231.5% | $74,551+326.8% | $135,380+135.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.23% | 56.97%-63.2pp | 32.53%-38.8pp | 519.81%-526.0pp |
| Employer contribution / active EE | $13,132 | $2,716+383.5% | $1,961+569.7% | $4,779+174.8% |
| Participant deferral / active EE | $14,455 | $3,844+276.1% | $3,108+365.1% | $5,609+157.7% |
| Admin fee / account holder | $1,566 | $6,522-76.0% | $5,059-69.0% | $10,828-85.5% |