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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 | $258,171 | $133,981+92.7% | $112,249+130.0% | $134,532+91.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.81% | 47.16%-64.0pp | 27.48%-44.3pp | 418.27%-435.1pp |
| Employer contribution / active EE | $7,347 | $4,040+81.9% | $3,636+102.1% | $4,741+55.0% |
| Participant deferral / active EE | $17,172 | $5,292+224.5% | $4,729+263.1% | $6,401+168.3% |
| Admin fee / account holder | $1,292 | $7,492-82.8% | $6,412-79.8% | $11,429-88.7% |