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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 | $262,456 | $93,124+181.8% | $77,100+240.4% | $134,545+95.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -18.18% | 62.68%-80.9pp | 42.35%-60.5pp | 418.37%-436.5pp |
| Employer contribution / active EE | $7,097 | $3,421+107.4% | $2,815+152.1% | $4,742+49.7% |
| Participant deferral / active EE | $6,798 | $5,242+29.7% | $4,430+53.5% | $6,401+6.2% |
| Admin fee / account holder | $10,536 | $6,970+51.2% | $5,443+93.6% | $11,431-7.8% |