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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 | $368,565 | $175,600+109.9% | $129,110+185.5% | $134,509+174.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -15.44% | -11.39%-4.0pp | -10.94%-4.5pp | 418.13%-433.6pp |
| Employer contribution / active EE | $22,980 | $6,355+261.6% | $5,052+354.9% | $4,741+384.8% |
| Participant deferral / active EE | $27,000 | $7,975+238.5% | $6,542+312.7% | $6,400+321.9% |
| Admin fee / account holder | $3,574 | $23,567-84.8% | $14,302-75.0% | $11,427-68.7% |