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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 | $271,687 | $100,792+169.6% | $86,691+213.4% | $134,509+102.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -7.01% | 29.08%-36.1pp | 35.94%-43.0pp | 418.13%-425.1pp |
| Employer contribution / active EE | $13,593 | $3,491+289.4% | $2,837+379.2% | $4,741+186.7% |
| Participant deferral / active EE | $11,076 | $5,339+107.4% | $4,656+137.9% | $6,400+73.0% |
| Admin fee / account holder | $2,496 | $10,924-77.2% | $7,492-66.7% | $11,427-78.2% |