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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 | $270,274 | $93,098+190.3% | $77,081+250.6% | $134,509+100.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -18.67% | 62.63%-81.3pp | 42.33%-61.0pp | 418.13%-436.8pp |
| Employer contribution / active EE | $23,550 | $3,419+588.8% | $2,813+737.0% | $4,741+396.8% |
| Participant deferral / active EE | $19,625 | $5,239+274.6% | $4,428+343.2% | $6,400+206.6% |
| Admin fee / account holder | $2,899 | $6,945-58.3% | $5,427-46.6% | $11,427-74.6% |