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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 | $336,390 | $133,998+151.0% | $112,263+199.6% | $134,545+150.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.69% | 47.17%-59.9pp | 27.49%-40.2pp | 418.37%-431.1pp |
| Employer contribution / active EE | $11,071 | $4,040+174.0% | $3,636+204.5% | $4,742+133.5% |
| Participant deferral / active EE | $6,565 | $5,292+24.0% | $4,729+38.8% | $6,401+2.6% |
| Admin fee / account holder | $5,323 | $7,493-29.0% | $6,410-17.0% | $11,431-53.4% |