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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 | $531,928 | $133,998+297.0% | $112,263+373.8% | $134,545+295.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.38% | 47.17%-61.5pp | 27.49%-41.9pp | 418.37%-432.7pp |
| Employer contribution / active EE | $13,786 | $4,040+241.2% | $3,636+279.1% | $4,742+190.7% |
| Participant deferral / active EE | $16,838 | $5,292+218.2% | $4,729+256.0% | $6,401+163.0% |
| Admin fee / account holder | $34,831 | $7,493+364.9% | $6,410+443.4% | $11,431+204.7% |