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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 | $250,006 | $100,792+148.0% | $86,691+188.4% | $134,509+85.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.22% | 29.08%-46.3pp | 35.94%-53.2pp | 418.13%-435.4pp |
| Employer contribution / active EE | $14,479 | $3,491+314.8% | $2,837+410.4% | $4,741+205.4% |
| Participant deferral / active EE | $11,206 | $5,339+109.9% | $4,656+140.7% | $6,400+75.1% |
| Admin fee / account holder | $1,065 | $10,924-90.3% | $7,492-85.8% | $11,427-90.7% |