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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 | $520,198 | $133,981+288.3% | $112,249+363.4% | $134,532+286.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.37% | 47.16%-61.5pp | 27.48%-41.9pp | 418.27%-432.6pp |
| Employer contribution / active EE | $11,634 | $4,040+188.0% | $3,636+220.0% | $4,741+145.4% |
| Participant deferral / active EE | $11,487 | $5,292+117.1% | $4,729+142.9% | $6,401+79.5% |
| Admin fee / account holder | $32,374 | $7,492+332.1% | $6,412+404.9% | $11,429+183.3% |