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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 | $523,696 | $93,124+462.4% | $77,100+579.2% | $134,545+289.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -10.20% | 62.68%-72.9pp | 42.35%-52.6pp | 418.37%-428.6pp |
| Employer contribution / active EE | $13,951 | $3,421+307.8% | $2,815+395.6% | $4,742+194.2% |
| Participant deferral / active EE | $6,270 | $5,242+19.6% | $4,430+41.5% | $6,401-2.1% |
| Admin fee / account holder | $51,518 | $6,970+639.1% | $5,443+846.4% | $11,431+350.7% |