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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 | $402,562 | $93,124+332.3% | $77,100+422.1% | $134,545+199.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -6.92% | 62.68%-69.6pp | 42.35%-49.3pp | 418.37%-425.3pp |
| Employer contribution / active EE | $4,338 | $3,421+26.8% | $2,815+54.1% | $4,742-8.5% |
| Participant deferral / active EE | $3,363 | $5,242-35.8% | $4,430-24.1% | $6,401-47.5% |
| Admin fee / account holder | $15,861 | $6,970+127.6% | $5,443+191.4% | $11,431+38.8% |