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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 | $304,528 | $133,998+127.3% | $112,263+171.3% | $134,545+126.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -2.82% | 47.17%-50.0pp | 27.49%-30.3pp | 418.37%-421.2pp |
| Employer contribution / active EE | $7,374 | $4,040+82.5% | $3,636+102.8% | $4,742+55.5% |
| Participant deferral / active EE | $11,444 | $5,292+116.2% | $4,729+142.0% | $6,401+78.8% |
| Admin fee / account holder | $6,018 | $7,493-19.7% | $6,410-6.1% | $11,431-47.3% |