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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 | $327,187 | $134,001+144.2% | $112,258+191.5% | $134,509+143.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.31% | 47.15%-60.5pp | 27.47%-40.8pp | 418.13%-431.4pp |
| Employer contribution / active EE | $19,291 | $4,039+377.6% | $3,636+430.6% | $4,741+306.9% |
| Participant deferral / active EE | $9,412 | $5,291+77.9% | $4,728+99.1% | $6,400+47.1% |
| Admin fee / account holder | $16,891 | $7,491+125.5% | $6,411+163.5% | $11,427+47.8% |