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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 | $372,875 | $133,983+178.3% | $112,244+232.2% | $134,493+177.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.44% | 47.13%-60.6pp | 27.46%-40.9pp | 418.01%-431.5pp |
| Employer contribution / active EE | $27,140 | $4,039+572.0% | $3,635+646.6% | $4,740+472.6% |
| Participant deferral / active EE | $12,345 | $5,291+133.3% | $4,728+161.1% | $6,400+92.9% |
| Admin fee / account holder | $7,315 | $7,490-2.3% | $6,411+14.1% | $11,425-36.0% |