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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 | $259,462 | $95,979+170.3% | $74,551+248.0% | $135,380+91.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.58% | 56.97%-64.6pp | 32.53%-40.1pp | 519.81%-527.4pp |
| Employer contribution / active EE | $2,444 | $2,716-10.0% | $1,961+24.6% | $4,779-48.9% |
| Participant deferral / active EE | $7,229 | $3,844+88.1% | $3,108+132.6% | $5,609+28.9% |
| Admin fee / account holder | $2,882 | $6,522-55.8% | $5,059-43.0% | $10,828-73.4% |