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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 | $391,127 | $133,981+191.9% | $112,249+248.4% | $134,532+190.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.59% | 47.16%-59.8pp | 27.48%-40.1pp | 418.27%-430.9pp |
| Employer contribution / active EE | $2,150 | $4,040-46.8% | $3,636-40.9% | $4,741-54.6% |
| Participant deferral / active EE | $8,550 | $5,292+61.6% | $4,729+80.8% | $6,401+33.6% |
| Admin fee / account holder | $10,133 | $7,492+35.3% | $6,412+58.0% | $11,429-11.3% |