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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 | $473,841 | $133,981+253.7% | $112,249+322.1% | $134,532+252.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -10.53% | 47.16%-57.7pp | 27.48%-38.0pp | 418.27%-428.8pp |
| Employer contribution / active EE | $18,249 | $4,040+351.7% | $3,636+401.9% | $4,741+284.9% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $6,599 | $7,492-11.9% | $6,412+2.9% | $11,429-42.3% |