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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 | $512,463 | $129,960+294.3% | $104,299+391.3% | $134,545+280.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -17.73% | 42.06%-59.8pp | 24.62%-42.3pp | 418.37%-436.1pp |
| Employer contribution / active EE | $19,434 | $4,186+364.2% | $3,373+476.1% | $4,742+309.9% |
| Participant deferral / active EE | $27,000 | $5,589+383.1% | $4,626+483.7% | $6,401+321.8% |
| Admin fee / account holder | $6,389 | $9,324-31.5% | $7,339-13.0% | $11,431-44.1% |