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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 | $451,462 | $134,001+236.9% | $112,258+302.2% | $134,509+235.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.53% | 47.15%-65.7pp | 27.47%-46.0pp | 418.13%-436.7pp |
| Employer contribution / active EE | $4,740 | $4,039+17.3% | $3,636+30.4% | $4,7410% |
| Participant deferral / active EE | $13,600 | $5,291+157.0% | $4,728+187.6% | $6,400+112.5% |
| Admin fee / account holder | $4,625 | $7,491-38.3% | $6,411-27.9% | $11,427-59.5% |