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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 | $621,517 | $100,811+516.5% | $86,698+616.9% | $134,545+361.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -14.60% | 29.11%-43.7pp | 35.96%-50.6pp | 418.37%-433.0pp |
| Employer contribution / active EE | $4,687 | $3,490+34.3% | $2,837+65.2% | $4,742-1.2% |
| Participant deferral / active EE | $9,339 | $5,339+74.9% | $4,656+100.6% | $6,401+45.9% |
| Admin fee / account holder | $20,159 | $10,926+84.5% | $7,492+169.1% | $11,431+76.4% |