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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 | $448,405 | $67,352+565.8% | $60,899+636.3% | $134,509+233.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -8.06% | 49.99%-58.0pp | 16.92%-25.0pp | 418.13%-426.2pp |
| Employer contribution / active EE | $12,838 | $3,098+314.4% | $2,702+375.1% | $4,741+170.8% |
| Participant deferral / active EE | $9,035 | $4,539+99.0% | $3,817+136.7% | $6,400+41.2% |
| Admin fee / account holder | $3,880 | $4,585-15.4% | $3,225+20.3% | $11,427-66.0% |