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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 | $392,842 | $100,811+289.7% | $86,698+353.1% | $134,545+192.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.50% | 29.11%-45.6pp | 35.96%-52.5pp | 418.37%-434.9pp |
| Employer contribution / active EE | $10,842 | $3,490+210.6% | $2,837+282.2% | $4,742+128.7% |
| Participant deferral / active EE | $27,000 | $5,339+405.7% | $4,656+479.9% | $6,401+321.8% |
| Admin fee / account holder | $1,002 | $10,926-90.8% | $7,492-86.6% | $11,431-91.2% |