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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 | $282,973 | $93,124+203.9% | $77,100+267.0% | $134,545+110.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -15.33% | 62.68%-78.0pp | 42.35%-57.7pp | 418.37%-433.7pp |
| Employer contribution / active EE | $2,558 | $3,421-25.2% | $2,815-9.1% | $4,742-46.0% |
| Participant deferral / active EE | $9,809 | $5,242+87.1% | $4,430+121.5% | $6,401+53.2% |
| Admin fee / account holder | $3,233 | $6,970-53.6% | $5,443-40.6% | $11,431-71.7% |