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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 | $470,937 | $75,962+520.0% | $154,108+205.6% | $64,173+633.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.24% | 30.32%-34.6pp | 735.21%-739.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $13,759 | $3,350+310.7% | $5,298+159.7% | $2,381+477.9% |
| Participant deferral / active EE | $9,009 | $3,175+183.8% | $5,081+77.3% | $3,470+159.7% |
| Admin fee / account holder | $3,225 | $5,589-42.3% | $13,411-76.0% | $4,887-34.0% |