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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 | $284,891 | $133,998+112.6% | $112,263+153.8% | $134,545+111.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -10.69% | 47.17%-57.9pp | 27.49%-38.2pp | 418.37%-429.1pp |
| Employer contribution / active EE | $20,173 | $4,040+399.3% | $3,636+454.8% | $4,742+325.5% |
| Participant deferral / active EE | $27,000 | $5,292+410.2% | $4,729+470.9% | $6,401+321.8% |
| Admin fee / account holder | $325 | $7,493-95.7% | $6,410-94.9% | $11,431-97.2% |