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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 | $340,782 | $67,396+405.6% | $60,919+459.4% | $134,545+153.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -18.25% | 50.12%-68.4pp | 16.96%-35.2pp | 418.37%-436.6pp |
| Employer contribution / active EE | $7,546 | $3,101+143.3% | $2,704+179.1% | $4,742+59.2% |
| Participant deferral / active EE | $7,638 | $4,534+68.4% | $3,814+100.2% | $6,401+19.3% |
| Admin fee / account holder | $3,420 | $4,590-25.5% | $3,228+6.0% | $11,431-70.1% |