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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 | $575,951 | $134,001+329.8% | $112,258+413.1% | $134,509+328.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.52% | 47.15%-62.7pp | 27.47%-43.0pp | 418.13%-433.7pp |
| Employer contribution / active EE | $6,345 | $4,039+57.1% | $3,636+74.5% | $4,741+33.9% |
| Participant deferral / active EE | $11,875 | $5,291+124.4% | $4,728+151.1% | $6,400+85.5% |
| Admin fee / account holder | $66,024 | $7,491+781.4% | $6,411+929.8% | $11,427+477.8% |