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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 | $306,442 | $133,981+128.7% | $112,249+173.0% | $134,532+127.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.89% | 47.16%-65.1pp | 27.48%-45.4pp | 418.27%-436.2pp |
| Employer contribution / active EE | $9,742 | $4,040+141.2% | $3,636+167.9% | $4,741+105.5% |
| Participant deferral / active EE | $9,153 | $5,292+73.0% | $4,729+93.5% | $6,401+43.0% |
| Admin fee / account holder | $512 | $7,492-93.2% | $6,412-92.0% | $11,429-95.5% |