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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 | $251,079 | $133,981+87.4% | $112,249+123.7% | $134,532+86.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.99% | 47.16%-62.1pp | 27.48%-42.5pp | 418.27%-433.3pp |
| Employer contribution / active EE | $17,456 | $4,040+332.1% | $3,636+380.1% | $4,741+268.2% |
| Participant deferral / active EE | $13,526 | $5,292+155.6% | $4,729+186.0% | $6,401+111.3% |
| Admin fee / account holder | $1,173 | $7,492-84.3% | $6,412-81.7% | $11,429-89.7% |