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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 | $543,234 | $93,098+483.5% | $77,081+604.8% | $134,509+303.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -10.17% | 62.63%-72.8pp | 42.33%-52.5pp | 418.13%-428.3pp |
| Employer contribution / active EE | $7,959 | $3,419+132.8% | $2,813+182.9% | $4,741+67.9% |
| Participant deferral / active EE | $5,325 | $5,239+1.6% | $4,428+20.3% | $6,400-16.8% |
| Admin fee / account holder | $5,998 | $6,945-13.6% | $5,427+10.5% | $11,427-47.5% |